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Ishares Broad USD High Yield (USHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Japan Science & Technology Agency
UNCHANGED
Shares14,319,906 from 14,319,906
Change0 (0%)
Value$511.5M (-$18.6M)
Filed 2026-10-16
Ocean Park Asset Management, LLC
DECREASED
Shares7,868,400 from 8,293,739
Change-425,339 (-5%)
Value$281.1M (-$26.0M)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares5,982,432 from 5,954,526
Change+27,906 (+0%)
Value$213.7M (-$6.8M)
Filed 2026-11-05
Barclays PLC
NEW
Shares5,582,517
Change+5,582,517
Value$199.4M
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares5,116,624 from 5,521,305
Change-404,681 (-7%)
Value$182.8M (-$21.6M)
Filed 2026-11-06
iA Global Asset Management Inc.
INCREASED
Shares4,822,810 from 4,586,295
Change+236,515 (+5%)
Value$172.3K (-$169.6M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares4,598,067 from 2,731,157
Change+1,866,910 (+68%)
Value$164.2M (+$63.1M)
Filed 2026-10-30
SigFig Wealth Management, LLC
INCREASED
Shares3,510,960 from 3,203,583
Change+307,377 (+10%)
Value$125.4M (+$6.8M)
Filed 2026-10-07
Allspring Global Investments Holdings, LLC
DECREASED
Shares2,894,282 from 3,018,362
Change-124,080 (-4%)
Value$103.0M (-$8.5M)
Filed 2026-11-04
Principal Financial Group Inc
DECREASED
Shares2,202,196 from 5,325,021
Change-3,122,825 (-59%)
Value$78.7M (-$118.5M)
Filed 2026-11-02
Rebalance, LLC
INCREASED
Shares1,971,661 from 1,907,564
Change+64,097 (+3%)
Value$70.4M (-$190.3K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares1,867,259 from 1,635,033
Change+232,226 (+14%)
Value$66.7M (+$6.2M)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares1,735,444 from 2,522,363
Change-786,919 (-31%)
Value$62.0M (-$31.4M)
Filed 2026-10-21
Bricktown Capital, LLC
INCREASED
Shares1,643,579 from 1,605,073
Change+38,506 (+2%)
Value$58.7M (-$711.2K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,473,716 from 1,377,743
Change+95,973 (+7%)
Value$52.6M (+$1.6M)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares1,420,511 from 1,237,359
Change+183,152 (+15%)
Value$50.7M (+$4.9M)
Filed 2026-11-05
Factory Mutual Insurance Co
UNCHANGED
Shares1,355,000 from 1,355,000
Change0 (0%)
Value$48.4M (-$1.8M)
Filed 2026-10-30
New York Life Investment Management LLC
INCREASED
Shares1,160,219 from 1,118,656
Change+41,563 (+4%)
Value$41.4M (+$30.4K)
Filed 2026-11-04
Ninety One UK Ltd
DECREASED
Shares1,129,762 from 1,867,507
Change-737,745 (-39%)
Value$40.4M (-$28.8M)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,124,585 from 1,115,267
Change+9,318 (+1%)
Value$40.2M (-$1.1M)
Filed 2026-10-20
First Command Advisory Services, Inc.
INCREASED
Shares1,092,063 from 930,168
Change+161,895 (+17%)
Value$39.0M (+$4.6M)
Filed 2026-11-05
CVS Health Corp
INCREASED
Shares1,050,000 from 478,100
Change+571,900 (+120%)
Value$37.5M (+$19.8M)
Filed 2026-11-05
Roberts Financial Services LLC
INCREASED
Shares1,033,256 from 997,955
Change+35,301 (+4%)
Value$36.9M (-$36.4K)
Filed 2026-10-23
State of New Jersey Common Pension Fund D
UNCHANGED
Shares800,000 from 800,000
Change0 (0%)
Value$28.6M (-$1.0M)
Filed 2026-11-05
Stockman Wealth Management, Inc.
INCREASED
Shares774,029 from 694,160
Change+79,869 (+12%)
Value$27.6M (+$2.0M)
Filed 2026-10-27
Capital Asset Advisory Services LLC
DECREASED
Shares692,300 from 1,051,627
Change-359,327 (-34%)
Value$24.6M (-$14.3M)
Filed 2026-10-30
Baker Avenue Asset Management, LP
INCREASED
Shares683,617 from 659,551
Change+24,066 (+4%)
Value$24.4M (+$2.2K)
Filed 2026-11-06
Exchange Traded Concepts, LLC
INCREASED
Shares674,601 from 126,339
Change+548,262 (+434%)
Value$24.1M (+$19.4M)
Filed 2026-10-28
Insight Wealth Strategies, LLC
NEW
Shares626,335
Change+626,335
Value$22.4M
Filed 2026-10-09
Wedmont Private Capital
INCREASED
Shares600,801 from 531,621
Change+69,180 (+13%)
Value$21.4M (+$1.8M)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares594,347 from 1,208,206
Change-613,859 (-51%)
Value$21.2K (-$44.7M)
Filed 2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares584,556 from 568,995
Change+15,561 (+3%)
Value$20.9M (-$183.9K)
Filed 2026-11-02
Alaska Permanent Fund Corp
UNCHANGED
Shares576,619 from 576,619
Change0 (0%)
Value$20.6M (-$749.2K)
Filed 2026-10-21
Phillips Financial Management, LLC
INCREASED
Shares477,901 from 453,959
Change+23,942 (+5%)
Value$17.1M (+$265.1K)
Filed 2026-10-19
Greystone Financial Group, LLC
DECREASED
Shares435,560 from 461,319
Change-25,759 (-6%)
Value$15.6M (-$1.5M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares435,067 from 419,032
Change+16,035 (+4%)
Value$15.5M (+$28.1K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
INCREASED
Shares415,965 from 369,017
Change+46,948 (+13%)
Value$14.8M (+$1.2M)
Filed 2026-11-05
Rakuten Investment Management, Inc.
INCREASED
Shares401,707 from 345,178
Change+56,529 (+16%)
Value$14.4M (+$1.6M)
Filed 2026-10-30
Viewpoint Investment Partners Corp
INCREASED
Shares399,400 from 392,600
Change+6,800 (+2%)
Value$14.3M (-$251.8K)
Filed 2026-10-26
Fort Washington Investment Advisors Inc
INCREASED
Shares382,142 from 333,242
Change+48,900 (+15%)
Value$13.7M (+$1.3M)
Filed 2026-10-15
Fifth Third Securities, Inc.
INCREASED
Shares376,434 from 358,185
Change+18,249 (+5%)
Value$13.4M (+$186.2K)
Filed 2026-10-21
Avior Wealth Management, LLC
INCREASED
Shares352,026 from 21,185
Change+330,841 (+1562%)
Value$12.6M (+$11.8M)
Filed 2026-10-13
Grove Bank & Trust
DECREASED
Shares335,076 from 341,672
Change-6,596 (-2%)
Value$12.0M (-$679.8K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares327,657 from 310,393
Change+17,264 (+6%)
Value$11.7M (+$213.1K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares318,053 from 250,345
Change+67,708 (+27%)
Value$11.4M (+$2.1M)
Filed 2026-10-29
FC Advisory LLC
INCREASED
Shares316,737 from 300,163
Change+16,574 (+6%)
Value$11.3M (+$201.8K)
Filed 2026-10-05
Aberdeen Group plc
INCREASED
Shares292,387 from 149,055
Change+143,332 (+96%)
Value$10.4M (+$4.9M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares290,786 from 297,180
Change-6,394 (-2%)
Value$10.4M (-$614.7K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares283,749 from 249,155
Change+34,594 (+14%)
Value$10.1M (+$911.8K)
Filed 2026-11-05
Form Wealth Advisors, LLC
DECREASED
Shares280,652 from 332,238
Change-51,586 (-16%)
Value$10.0M (-$2.3M)
Filed 2026-10-13
Amicus Financial Advisors, LLC
INCREASED
Shares246,300 from 235,140
Change+11,160 (+5%)
Value$8.8M (+$93.0K)
Filed 2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
NEW
Shares239,600
Change+239,600
Value$8.6M
Filed 2026-11-03
UMB Bank, n.a.
INCREASED
Shares230,130 from 219,046
Change+11,084 (+5%)
Value$8.2M (+$111.2K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares219,714 from 200,610
Change+19,104 (+10%)
Value$7.8M (+$421.6K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares217,386 from 177,673
Change+39,713 (+22%)
Value$7.8M (+$1.2M)
Filed 2026-10-08
Single Point Partners, LLC
INCREASED
Shares214,052 from 199,560
Change+14,492 (+7%)
Value$7.6M (+$258.3K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares209,706 from 169,302
Change+40,404 (+24%)
Value$7.5M (+$1.2M)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares207,910 from 69,783
Change+138,127 (+198%)
Value$7.4M (+$4.8M)
Filed 2026-11-06
IFG Advisors, LLC
INCREASED
Shares197,943 from 149,025
Change+48,918 (+33%)
Value$7.1M (+$1.6M)
Filed 2026-10-15
Alps Advisors Inc
INCREASED
Shares197,603 from 121,418
Change+76,185 (+63%)
Value$7.1M (+$2.6M)
Filed 2026-11-03
Twele Capital Management, Inc.
INCREASED
Shares197,247 from 185,359
Change+11,888 (+6%)
Value$7.0M (+$183.7K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares195,715 from 13,552
Change+182,163 (+1344%)
Value$7.0M (+$6.5M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares195,715 from 13,552
Change+182,163 (+1344%)
Value$7.0M (+$6.5M)
Filed 2026-10-20
Integrated Advisors Network LLC
INCREASED
Shares195,203 from 192,692
Change+2,511 (+1%)
Value$7.0M (-$160.8K)
Filed 2026-10-20
Ascent Group, LLC
DECREASED
Shares194,985 from 253,314
Change-58,329 (-23%)
Value$7.0M (-$2.4M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares176,365 from 181,125
Change-4,760 (-3%)
Value$6.3M (-$388.9K)
Filed 2026-10-13
Hohimer Wealth Management, LLC
DECREASED
Shares174,753 from 194,958
Change-20,205 (-10%)
Value$6.2M (-$975.2K)
Filed 2026-11-04
Cornerstone Management, Inc.
INCREASED
Shares169,812 from 165,476
Change+4,336 (+3%)
Value$6.1M (-$60.2K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares168,243 from 163,188
Change+5,055 (+3%)
Value$6.0M (-$31.6K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares164,836 from 81,104
Change+83,732 (+103%)
Value$5.9M (+$2.9M)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares161,870 from 74,184
Change+87,686 (+118%)
Value$5.8M (+$3.0M)
Filed 2026-11-06
Florida Trust Wealth Management Co
INCREASED
Shares159,198 from 60,136
Change+99,062 (+165%)
Value$5.7M (+$3.5M)
Filed 2026-11-05
Founders Financial Securities LLC
DECREASED
Shares148,446 from 156,232
Change-7,786 (-5%)
Value$5.3M (-$481.2K)
Filed 2026-10-28
Choreo, LLC
DECREASED
Shares137,963 from 381,671
Change-243,708 (-64%)
Value$4.9M (-$9.2M)
Filed 2026-10-28
Forte Asset Management LLC
INCREASED
Shares137,157 from 136,741
Change+416 (+0%)
Value$4.9M (-$162.9K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares136,339 from 90,198
Change+46,141 (+51%)
Value$4.9M (+$1.5M)
Filed 2026-11-02
Topel & Distasi Wealth Management, LLC
DECREASED
Shares135,769 from 136,122
Change-353 (0%)
Value$4.8M (-$189.6K)
Filed 2026-11-05
Charles Schwab Trust Co
INCREASED
Shares125,082 from 89,909
Change+35,173 (+39%)
Value$4.5M (+$1.1M)
Filed 2026-10-15
Tucker Asset Management LLC
DECREASED
Shares122,103 from 122,883
Change-780 (-1%)
Value$4.4M (-$187.6K)
Filed 2026-10-29
Barings LLC
DECREASED
Shares120,200 from 886,891
Change-766,691 (-86%)
Value$4.3M (-$28.5M)
Filed 2026-10-22
Securian Asset Management, Inc
UNCHANGED
Shares119,486 from 119,486
Change0 (0%)
Value$4.3M (-$137.4K)
Filed 2026-11-06
Financial & Tax Architects, LLC
INCREASED
Shares117,070 from 115,423
Change+1,647 (+1%)
Value$4.2M (-$91.2K)
Filed 2026-10-15
Thryve Wealth Management LLC
INCREASED
Shares113,191 from 99,853
Change+13,338 (+13%)
Value$4.0M (+$346.6K)
Filed 2026-10-09
Gibbs Wealth Management
INCREASED
Shares112,114 from 107,542
Change+4,572 (+4%)
Value$4.0M (+$23.5K)
Filed 2026-10-22
Paragon Advisors, LLC
INCREASED
Shares107,631 from 83,767
Change+23,864 (+28%)
Value$3.8M (+$743.5K)
Filed 2026-11-03
Fisher Asset Management, LLC
DECREASED
Shares103,828 from 144,061
Change-40,233 (-28%)
Value$3.7M (-$1.6M)
Filed 2026-11-06
Procyon Advisors, LLC
INCREASED
Shares101,542 from 97,391
Change+4,151 (+4%)
Value$3.6M (+$21.7K)
Filed 2026-10-21
SWS Partners
INCREASED
Shares100,941 from 99,938
Change+1,003 (+1%)
Value$3.6M (-$94.1K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares98,646 from 2,528
Change+96,118 (+3802%)
Value$3.5M (+$3.4M)
Filed 2026-10-30
LeConte Wealth Management, LLC
INCREASED
Shares98,389 from 87,800
Change+10,589 (+12%)
Value$3.5M (+$264.1K)
Filed 2026-10-20
Ascentis Independent Advisors
INCREASED
Shares98,072 from 22,216
Change+75,856 (+341%)
Value$3.5M (+$2.7M)
Filed 2026-11-03
Nisa Investment Advisors, LLC
INCREASED
Shares97,038 from 95,389
Change+1,649 (+2%)
Value$3.5M (-$65.1K)
Filed 2026-10-20
DeLarme Wealth Management, Inc.
INCREASED
Shares95,297 from 90,790
Change+4,507 (+5%)
Value$3.4M (+$43.0K)
Filed 2026-10-30
Park Avenue Securities LLC
DECREASED
Shares92,551 from 113,749
Change-21,198 (-19%)
Value$3.3K (-$4.2M)
Filed 2026-10-26
WealthCare Investment Partners, LLC
INCREASED
Shares91,103 from 85,137
Change+5,966 (+7%)
Value$3.3M (+$102.4K)
Filed 2026-11-05
Asset Management One Co., Ltd.
DECREASED
Shares81,643 from 120,103
Change-38,460 (-32%)
Value$2.9M (-$1.5M)
Filed 2026-10-27
Kathmere Capital Management, LLC
DECREASED
Shares81,226 from 115,486
Change-34,260 (-30%)
Value$2.9M (-$1.4M)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares80,363 from 52,672
Change+27,691 (+53%)
Value$2.9M (+$950.3K)
Filed 2026-11-02
Heritage Family Offices, LLP
DECREASED
Shares75,581 from 111,311
Change-35,730 (-32%)
Value$2.7M (-$1.4M)
Filed 2026-11-02
Cynosure Group, LLC
DECREASED
Shares74,729 from 88,356
Change-13,627 (-15%)
Value$2.7M (-$601.6K)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares73,363 from 76,651
Change-3,288 (-4%)
Value$2.6M (-$217.1K)
Filed 2026-11-06
Leeward Financial Partners, LLC
INCREASED
Shares72,660 from 71,441
Change+1,219 (+2%)
Value$2.6M (-$49.3K)
Filed 2026-10-23
Windsor Capital Management, LLC
INCREASED
Shares72,250 from 59,375
Change+12,875 (+22%)
Value$2.6M (+$382.7K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares71,898 from 107,686
Change-35,788 (-33%)
Value$2.6M (-$1.4M)
Filed 2026-10-30
Sowell Financial Services LLC
DECREASED
Shares71,713 from 73,237
Change-1,524 (-2%)
Value$2.6M (-$149.7K)
Filed 2026-10-23
New Wave Wealth Advisors LLC
INCREASED
Shares71,523 from 67,631
Change+3,892 (+6%)
Value$2.6M (+$46.8K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
DECREASED
Shares69,396 from 81,550
Change-12,154 (-15%)
Value$2.5M (-$540.2K)
Filed 2026-10-22
Unison Advisors LLC
INCREASED
Shares68,868 from 65,898
Change+2,970 (+5%)
Value$2.5M (+$20.4K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares65,424 from 9,668
Change+55,756 (+577%)
Value$2.3M (+$2.0M)
Filed 2026-11-04
Maseco LLP
DECREASED
Shares64,945 from 68,740
Change-3,795 (-6%)
Value$2.3M (-$225.0K)
Filed 2026-10-27
Joel Adams & Associates, Inc.
INCREASED
Shares64,434 from 60,476
Change+3,958 (+7%)
Value$2.3M (+$62.8K)
Filed 2026-11-02
IFS Advisors, LLC
NEW
Shares63,135
Change+63,135
Value$2.3M
Filed 2026-10-14
Venture Visionary Partners LLC
DECREASED
Shares61,972 from 70,302
Change-8,330 (-12%)
Value$2.2M (-$389.0K)
Filed 2026-10-07
Retiremitten Financial LLC
NEW
Shares61,808
Change+61,808
Value$2.2M
Filed 2026-11-05
M Holdings Securities, Inc.
INCREASED
Shares59,711 from 44,280
Change+15,431 (+35%)
Value$2.1M (+$494.0K)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares58,918 from 60,982
Change-2,064 (-3%)
Value$2.1M (-$153.0K)
Filed 2026-10-08
CGN Advisors LLC
INCREASED
Shares58,320 from 45,373
Change+12,947 (+29%)
Value$2.1M (+$403.5K)
Filed 2026-10-21
Davenport & Co LLC
DECREASED
Shares57,810 from 65,053
Change-7,243 (-11%)
Value$2.1M (-$343.3K)
Filed 2026-10-14
Mechanics Bank Trust Department
INCREASED
Shares57,677 from 57,347
Change+330 (+1%)
Value$2.1M (-$62.8K)
Filed 2026-10-13
Vertex Investment Solutions Co., Ltd.
INCREASED
Shares54,600 from 51,100
Change+3,500 (+7%)
Value$2.0M (+$61.4K)
Filed 2026-10-19
Beese Fulmer Investment Management, Inc.
DECREASED
Shares53,655 from 67,477
Change-13,822 (-20%)
Value$1.9M (-$581.4K)
Filed 2026-10-23
Neumann Capital Management, LLC
NEW
Shares53,161
Change+53,161
Value$1.9M
Filed 2026-10-15
Riversedge Advisors, LLC
INCREASED
Shares52,086 from 48,315
Change+3,771 (+8%)
Value$1.9M (+$71.9K)
Filed 2026-10-09
Verdence Capital Advisors LLC
INCREASED
Shares51,996 from 51,624
Change+372 (+1%)
Value$1.9M (-$53.8K)
Filed 2026-10-26
Grey Fox Wealth Advisors, LLC
DECREASED
Shares51,757 from 283,961
Change-232,204 (-82%)
Value$1.8M (-$8.7M)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares51,123 from 41,641
Change+9,482 (+23%)
Value$1.8M (+$284.6K)
Filed 2026-11-04
Boyd Watterson Asset Management LLC
DECREASED
Shares50,832 from 51,012
Change-180 (0%)
Value$1.8M (-$72.7K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
INCREASED
Shares50,373 from 43,511
Change+6,862 (+16%)
Value$1.8M (+$188.5K)
Filed 2026-11-05
Innovative Wealth Building LLC
INCREASED
Shares49,932 from 49,532
Change+400 (+1%)
Value$1.8M (-$50.1K)
Filed 2026-10-14
Simon Quick Advisors, LLC
DECREASED
Shares49,662 from 51,823
Change-2,161 (-4%)
Value$1.8M (-$144.6K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares49,120 from 50,557
Change-1,437 (-3%)
Value$1.8M (-$117.0K)
Filed 2026-11-06
State of Wisconsin - Board of Commissioners of Public Lands
UNCHANGED
Shares48,550 from 48,550
Change0 (0%)
Value$1.7M (-$63.1K)
Filed 2026-10-26
Guidance Capital, Inc
DECREASED
Shares47,808 from 51,538
Change-3,730 (-7%)
Value$1.7M (-$205.6K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares47,796 from 33,778
Change+14,018 (+42%)
Value$1.7M (+$456.8K)
Filed 2026-11-05
Patriot Investment Management Group, Inc.
INCREASED
Shares47,194 from 46,601
Change+593 (+1%)
Value$1.7M (-$39.4K)
Filed 2026-10-15
Union Bancaire Privee, UBP SA
UNCHANGED
Shares47,000 from 47,000
Change0 (0%)
Value$1.7M (-$58.8K)
Filed 2026-11-04
Encompass More Asset Management
INCREASED
Shares46,652 from 44,376
Change+2,276 (+5%)
Value$1.7M (+$23.6K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
DECREASED
Shares46,518 from 48,312
Change-1,794 (-4%)
Value$1.7M (-$126.9K)
Filed 2026-10-26
FDx Advisors, Inc.
NEW
Shares45,922
Change+45,922
Value$1.6M
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares45,400 from 39,552
Change+5,848 (+15%)
Value$1.6M (+$170.9K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares44,165 from 51,119
Change-6,954 (-14%)
Value$1.6M (-$314.9K)
Filed 2026-10-15
Keeler Thomas Management LLC
DECREASED
Shares44,097 from 608,569
Change-564,472 (-93%)
Value$1.6M (-$21.0M)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares44,067 from 40,940
Change+3,127 (+8%)
Value$1.6M (+$58.5K)
Filed 2026-11-03
Decker Retirement Planning Inc.
INCREASED
Shares41,667 from 38,552
Change+3,115 (+8%)
Value$1.5M (+$61.2K)
Filed 2026-10-19
AMG National Trust Bank
INCREASED
Shares41,399 from 36,834
Change+4,565 (+12%)
Value$1.5M (+$115.2K)
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares39,344 from 1,593
Change+37,751 (+2370%)
Value$1.4M (+$1.3M)
Filed 2026-10-28
Vicus Capital
DECREASED
Shares39,314 from 44,155
Change-4,841 (-11%)
Value$1.4M (-$230.3K)
Filed 2026-11-05
Pinion Investment Advisors, LLC
INCREASED
Shares39,275 from 32,726
Change+6,549 (+20%)
Value$1.4M (+$191.4K)
Filed 2026-11-04
Collaborative Fund Advisors, LLC
DECREASED
Shares38,782 from 99,140
Change-60,358 (-61%)
Value$1.4M (-$2.3M)
Filed 2026-11-02
Genesis Private Wealth, LLC
DECREASED
Shares38,774 from 55,423
Change-16,649 (-30%)
Value$1.4M (-$666.8K)
Filed 2026-11-02
Kestra Investment Management, LLC
DECREASED
Shares37,792 from 37,800
Change-8 (0%)
Value$1.3M (-$49.4K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares37,394 from 36,898
Change+496 (+1%)
Value$1.3M (-$21.4K)
Filed 2026-10-27
Braun-Bostich & Associates Inc.
DECREASED
Shares36,677 from 37,129
Change-452 (-1%)
Value$1.3M (-$64.4K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares36,468 from 33,791
Change+2,677 (+8%)
Value$1.3M (+$51.7K)
Filed 2026-10-14
Primoris Wealth Advisors, LLC
DECREASED
Shares36,200 from 61,700
Change-25,500 (-41%)
Value$1.3M (-$991.1K)
Filed 2026-10-28
Bison Wealth, LLC
DECREASED
Shares36,008 from 39,861
Change-3,853 (-10%)
Value$1.3M (-$186.7K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares35,879 from 27,111
Change+8,768 (+32%)
Value$1.3M (+$277.9K)
Filed 2026-10-16
Wavvest Wealth LLC
NEW
Shares35,129
Change+35,129
Value$1.3M
Filed 2026-10-21
Y.D. More Investments Ltd
DECREASED
Shares34,533 from 34,775
Change-242 (-1%)
Value$1.2M (-$53.9K)
Filed 2026-11-02
Consolidated Capital Management, LLC
UNCHANGED
Shares32,881 from 32,881
Change0 (0%)
Value$1.2M (-$42.7K)
Filed 2026-10-13
Aspiriant, LLC
NEW
Shares32,792
Change+32,792
Value$1.2M
Filed 2026-10-16
Winch Advisory Services, LLC
INCREASED
Shares32,748 from 26,086
Change+6,662 (+26%)
Value$1.2M (+$204.1K)
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares32,684
Change+32,684
Value$1.2M
Filed 2026-10-30
Portside Wealth Group, LLC
INCREASED
Shares31,944 from 26,476
Change+5,468 (+21%)
Value$1.1M (+$160.9K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares31,796
Change+31,796
Value$1.1M
Filed 2026-10-26
Trek Financial, LLC
DECREASED
Shares31,603 from 68,859
Change-37,256 (-54%)
Value$1.1M (-$1.4M)
Filed 2026-10-29
Condor Capital Management
INCREASED
Shares30,872 from 30,869
Change+3 (+0%)
Value$1.1M (-$40.0K)
Filed 2026-11-06
Allstreet Capital Advisors LLC
INCREASED
Shares29,231 from 29,017
Change+214 (+1%)
Value$1.0M (-$30.1K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares28,733 from 28,718
Change+15 (+0%)
Value$1.0M (-$36.8K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
DECREASED
Shares28,255 from 28,702
Change-447 (-2%)
Value$1.0M (-$53.3K)
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED
Shares28,153 from 29,135
Change-982 (-3%)
Value$1.0M (-$73.0K)
Filed 2026-11-04
Wetzel Investment Advisors, Inc.
DECREASED
Shares27,392 from 27,779
Change-387 (-1%)
Value$978.4K (-$49.9K)
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares26,711 from 27,375
Change-664 (-2%)
Value$954.1K (-$59.3K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares26,376 from 33,263
Change-6,887 (-21%)
Value$942.2K (-$289.2K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares25,504 from 20,391
Change+5,113 (+25%)
Value$911.0K (+$156.1K)
Filed 2026-10-16
Portfolio Strategies, Inc.
DECREASED
Shares24,862 from 24,962
Change-100 (0%)
Value$888.1K (-$36.0K)
Filed 2026-11-06
Defined Wealth Management, LLC
INCREASED
Shares24,421 from 24,385
Change+36 (+0%)
Value$872.3K (-$30.4K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares24,310 from 23,056
Change+1,254 (+5%)
Value$868.4K (+$14.8K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares24,043 from 21,480
Change+2,563 (+12%)
Value$859.9K (+$64.4K)
Filed 2026-11-04
AGF Management LTD
UNCHANGED
Shares23,500 from 23,500
Change0 (0%)
Value$839.4K (-$30.6K)
Filed 2026-11-03
Naples Global Advisors, LLC
INCREASED
Shares23,147 from 23,002
Change+145 (+1%)
Value$826.8K (-$24.7K)
Filed 2026-11-05
Provident Wealth Management, LLC
DECREASED
Shares22,867 from 24,393
Change-1,526 (-6%)
Value$816.8K (-$86.2K)
Filed 2026-10-20
Mullooly Asset Management, Inc.
INCREASED
Shares22,204 from 21,826
Change+378 (+2%)
Value$793.1K (-$14.9K)
Filed 2026-10-30
Invested Advisors
INCREASED
Shares22,137 from 18,827
Change+3,310 (+18%)
Value$790.7K (+$93.8K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED
Shares21,858 from 22,762
Change-904 (-4%)
Value$780.8K (-$61.9K)
Filed 2026-10-16
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares21,766 from 21,766
Change0 (0%)
Value$777.5K (-$28.3K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED
Shares21,477 from 21,677
Change-200 (-1%)
Value$767.1K (-$35.3K)
Filed 2026-10-08
Apollon Wealth Management, LLC
DECREASED
Shares21,467 from 21,786
Change-319 (-1%)
Value$766.8K (-$39.7K)
Filed 2026-10-23
Wakefield Asset Management Lllp
INCREASED
Shares19,962 from 19,019
Change+943 (+5%)
Value$713.1K (+$8.9K)
Filed 2026-11-05
UMB Private Wealth Management, LLC
NEW
Shares19,891
Change+19,891
Value$710.5K
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares19,507 from 14,987
Change+4,520 (+30%)
Value$695.6K (+$142.2K)
Filed 2026-10-08
RVW Wealth, LLC
UNCHANGED
Shares18,951 from 18,951
Change0 (0%)
Value$676.9K (-$24.6K)
Filed 2026-10-06
BridgePort Financial Solutions, LLC
DECREASED
Shares18,929 from 27,540
Change-8,611 (-31%)
Value$676.1K (-$343.4K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares18,862 from 23,654
Change-4,792 (-20%)
Value$673.8K (-$201.9K)
Filed 2026-10-08
Independent Wealth Network Inc.
DECREASED
Shares18,746 from 19,439
Change-693 (-4%)
Value$669.6K (-$50.0K)
Filed 2026-10-19
First Premier Bank
UNCHANGED
Shares18,452 from 18,452
Change0 (0%)
Value$659 (-$24)
Filed 2026-10-13
Israel Discount Bank of New York
DECREASED
Shares17,564 from 21,418
Change-3,854 (-18%)
Value$627.4K (-$165.5K)
Filed 2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares17,229 from 14,005
Change+3,224 (+23%)
Value$615.4K (+$97.0K)
Filed 2026-10-13
Sound Income Strategies, LLC
INCREASED
Shares17,129 from 14,073
Change+3,056 (+22%)
Value$610.8K (+$89.8K)
Filed 2026-10-09
Modera Wealth Management, LLC
INCREASED
Shares17,074 from 16,899
Change+175 (+1%)
Value$609.9K (-$15.7K)
Filed 2026-10-28
Clearwater Capital Advisors, LLC
UNCHANGED
Shares16,819 from 16,819
Change0 (0%)
Value$600.8K (-$21.9K)
Filed 2026-11-06
Security Financial Services, Inc.
INCREASED
Shares16,706 from 16,155
Change+551 (+3%)
Value$596.7K (-$1.3K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares16,278 from 1,104,392
Change-1,088,114 (-99%)
Value$581.4K (-$40.3M)
Filed 2026-10-21
Euro Pacific Asset Management, LLC
UNCHANGED
Shares16,210 from 16,210
Change0 (0%)
Value$579.0K (+$579.0K)
Filed 2026-11-03
Eagle Global Advisors LLC
INCREASED
Shares16,090 from 14,995
Change+1,095 (+7%)
Value$574.7K (+$19.6K)
Filed 2026-11-02
John W. Brooker & Co., CPAs
INCREASED
Shares15,961 from 14,793
Change+1,168 (+8%)
Value$570.1K (+$22.5K)
Filed 2026-10-21
Colton Groome Financial Advisors, LLC
DECREASED
Shares15,677 from 15,950
Change-273 (-2%)
Value$560.0K (-$30.5K)
Filed 2026-10-06
Pines Wealth Management, LLC
DECREASED
Shares15,468 from 16,039
Change-571 (-4%)
Value$552.5K (-$41.2K)
Filed 2026-10-21
Liberty Capital Management, Inc.
UNCHANGED
Shares15,435 from 15,435
Change0 (0%)
Value$551.3K (-$20.1K)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares15,066 from 14,426
Change+640 (+4%)
Value$538 (-$533.5K)
Filed 2026-10-30
Occidental Asset Management, LLC
INCREASED
Shares14,849 from 11,767
Change+3,082 (+26%)
Value$530.4K (+$94.8K)
Filed 2026-11-05
PUREfi Wealth, LLC
INCREASED
Shares14,460 from 11,460
Change+3,000 (+26%)
Value$516.5K (+$92.3K)
Filed 2026-10-19
Brooklyn FI, LLC
INCREASED
Shares14,399 from 14,394
Change+5 (+0%)
Value$515.2K (-$14.5K)
Filed 2026-11-05
Arwa LLC
INCREASED
Shares14,252 from 13,557
Change+695 (+5%)
Value$508.2K (+$7.7K)
Filed 2026-10-21
Compound Planning, Inc.
DECREASED
Shares14,113 from 19,130
Change-5,017 (-26%)
Value$504.1K (-$204.1K)
Filed 2026-11-05
River's Edge Wealth Management, LLC
NEW
Shares13,999
Change+13,999
Value$497.2K
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares13,946 from 11,107
Change+2,839 (+26%)
Value$498 (-$410.5K)
Filed 2026-10-22
David Kennon Inc
UNCHANGED
Shares13,914 from 13,914
Change0 (0%)
Value$497.0K (-$18.1K)
Filed 2026-10-13
Stash Investments, LLC
NEW
Shares13,791
Change+13,791
Value$492.6K
Filed 2026-10-26
Verus Capital Partners, LLC
DECREASED
Shares13,378 from 13,608
Change-230 (-2%)
Value$477.8K (-$25.9K)
Filed 2026-11-03
KFG LLC
NEW
Shares13,331
Change+13,331
Value$476.2K
Filed 2026-11-02
Cap Partners, LLC
INCREASED
Shares13,313 from 11,941
Change+1,372 (+11%)
Value$475.5K (+$33.5K)
Filed 2026-10-19
Symmetry Partners, LLC
INCREASED
Shares13,276 from 12,578
Change+698 (+6%)
Value$474.2K (+$8.6K)
Filed 2026-10-27
Sage Advisory Services, Ltd.Co.
DECREASED
Shares13,096 from 87,070
Change-73,974 (-85%)
Value$468.0K (-$2.8M)
Filed 2026-10-29
RFG Advisory, LLC
DECREASED
Shares12,815 from 16,660
Change-3,845 (-23%)
Value$457.7K (-$159.0K)
Filed 2026-11-03
First Bank & Trust
INCREASED
Shares12,524 from 8,982
Change+3,542 (+39%)
Value$447.4K (+$114.8K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares12,401 from 11,975
Change+426 (+4%)
Value$443.0K (-$357)
Filed 2026-11-05
Quartz Partners, LLC
DECREASED
Shares12,358 from 12,475
Change-117 (-1%)
Value$441.4K (-$20.4K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares11,865 from 12,608
Change-743 (-6%)
Value$423.8K (-$42.9K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
NEW
Shares11,822
Change+11,822
Value$422.3K
Filed 2026-10-13
Narus Financial Partners, LLC
INCREASED
Shares11,712 from 11,641
Change+71 (+1%)
Value$418.4K (-$12.6K)
Filed 2026-10-19
Carter Financial Group, Inc.
INCREASED
Shares11,358 from 10,506
Change+852 (+8%)
Value$405.7K (+$16.8K)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares11,331 from 22,662
Change-11,331 (-50%)
Value$404.7K (-$434.3K)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
NEW
Shares11,168
Change+11,168
Value$398.9K
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares10,550 from 10,850
Change-300 (-3%)
Value$376.8K (-$24.8K)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares10,509 from 35,181
Change-24,672 (-70%)
Value$375.4K (-$927.0K)
Filed 2026-10-15
Savant Capital, LLC
NEW
Shares10,343
Change+10,343
Value$369.5K
Filed 2026-11-06
Norden Group LLC
INCREASED
Shares10,261 from 9,042
Change+1,219 (+13%)
Value$366.5K (+$31.8K)
Filed 2026-10-20
Great Waters Wealth Management
NEW
Shares10,173
Change+10,173
Value$363.4K
Filed 2026-10-07
D.A. Davidson & Co.
INCREASED
Shares10,128 from 8,742
Change+1,386 (+16%)
Value$361.8K (+$38.1K)
Filed 2026-10-28
Grantvest Financial Group LLC
DECREASED
Shares10,059 from 10,994
Change-935 (-8%)
Value$359.3K (-$47.7K)
Filed 2026-10-21
Breakwater Capital Group
NEW
Shares9,913
Change+9,913
Value$354.1K
Filed 2026-10-09
International Assets Investment Management, LLC
INCREASED
Shares9,809 from 8,239
Change+1,570 (+19%)
Value$348.2K (+$44.7K)
Filed 2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED
Shares9,707 from 12,081
Change-2,374 (-20%)
Value$346.7K (-$100.5K)
Filed 2026-10-29
USAdvisors Wealth Management, LLC
UNCHANGED
Shares9,706 from 9,706
Change0 (0%)
Value$346 (-$358.7K)
Filed 2026-10-21
Richardson Financial Services Inc.
INCREASED
Shares9,594 from 9,046
Change+548 (+6%)
Value$342.7K (+$7.8K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares9,523 from 10,975
Change-1,452 (-13%)
Value$340.2K (-$66.1K)
Filed 2026-10-26
Cannon Financial Strategists, Inc.
DECREASED
Shares9,435 from 10,575
Change-1,140 (-11%)
Value$337.0K (-$54.5K)
Filed 2026-10-19
Mattern Wealth Management LLC
UNCHANGED
Shares9,141 from 9,141
Change0 (0%)
Value$326.5K (-$11.9K)
Filed 2026-11-04
Koshinski Asset Management, Inc.
INCREASED
Shares8,978 from 8,963
Change+15 (+0%)
Value$320.7K (-$11.1K)
Filed 2026-10-29
Financial Management Professionals, Inc.
DECREASED
Shares8,952 from 703,698
Change-694,746 (-99%)
Value$319.8K (-$25.7M)
Filed 2026-10-23
Kwmg, LLC
UNCHANGED
Shares8,537 from 8,537
Change0 (0%)
Value$304.9K (-$11.1K)
Filed 2026-10-07
Advisor Resource Council
NEW
Shares8,247
Change+8,247
Value$293.1K
Filed 2026-11-05
Legacy Edge Advisors, LLC
NEW
Shares8,213
Change+8,213
Value$293.4K
Filed 2026-11-06
Christensen, King & Associates Investment Services, Inc.
NEW
Shares8,195
Change+8,195
Value$292.7K
Filed 2026-10-22
Anchyra Partners LLC
UNCHANGED
Shares8,132 from 8,132
Change0 (0%)
Value$290.5K (-$10.6K)
Filed 2026-10-13
Endeavor Private Wealth, Inc.
DECREASED
Shares8,119 from 9,335
Change-1,216 (-13%)
Value$290.0K (-$55.6K)
Filed 2026-11-05
Boyd Wealth Management, LLC
INCREASED
Shares7,977 from 6,661
Change+1,316 (+20%)
Value$284.9K (+$38.3K)
Filed 2026-10-20
Daiwa Securities Group Inc.
INCREASED
Shares7,970 from 7,550
Change+420 (+6%)
Value$284.7K (+$5.2K)
Filed 2026-10-29
First Horizon Corp
UNCHANGED
Shares7,913 from 7,913
Change0 (0%)
Value$282.7K (-$10.3K)
Filed 2026-10-26
Trust Point Inc.
INCREASED
Shares7,843 from 7,413
Change+430 (+6%)
Value$280.2K (+$5.7K)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares7,682 from 1
Change+7,681 (+768100%)
Value$274.4K (+$274.4K)
Filed 2026-10-28
Garde Capital, Inc.
UNCHANGED
Shares7,607 from 7,607
Change0 (0%)
Value$271.7K (-$9.9K)
Filed 2026-10-29
Clifford Swan Investment Counsel LLC
NEW
Shares7,594
Change+7,594
Value$271.3K
Filed 2026-11-05
Iron Financial LLC
UNCHANGED
Shares7,453 from 7,453
Change0 (0%)
Value$266.2K (-$9.7K)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
NEW
Shares7,334
Change+7,334
Value$262.0K
Filed 2026-11-05
Epiq Partners, LLC
INCREASED
Shares7,307 from 6,422
Change+885 (+14%)
Value$261.0K (+$23.3K)
Filed 2026-10-07
Diversified Portfolios, Inc.
DECREASED
Shares7,201 from 7,378
Change-177 (-2%)
Value$257.2K (-$15.9K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
NEW
Shares7,199
Change+7,199
Value$257.1K
Filed 2026-10-28
TCI Wealth Advisors, Inc.
DECREASED
Shares7,153 from 7,497
Change-344 (-5%)
Value$255.5K (-$22.0K)
Filed 2026-10-30
Clearstead Advisors, LLC
DECREASED
Shares7,138 from 628,181
Change-621,043 (-99%)
Value$255.0K (-$23.0M)
Filed 2026-11-06
Genesee Capital Advisors, LLC
INCREASED
Shares7,068 from 6,964
Change+104 (+1%)
Value$252.5K (-$5.3K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares6,874 from 6,714
Change+160 (+2%)
Value$245.5K (-$3.0K)
Filed 2026-10-20
Rareview Capital LLC
INCREASED
Shares6,821 from 6,779
Change+42 (+1%)
Value$243.7K (-$10.6K)
Filed 2026-11-05
Davidson Trust Co
INCREASED
Shares6,681 from 6,594
Change+87 (+1%)
Value$238.7K (-$5.4K)
Filed 2026-10-09
IVC Wealth Advisors LLC
INCREASED
Shares6,656 from 6,284
Change+372 (+6%)
Value$237.8K (+$5.1K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares6,597 from 6,370
Change+227 (+4%)
Value$235.6K (-$184)
Filed 2026-10-22
YHB Investment Advisors, Inc.
NEW
Shares6,555
Change+6,555
Value$234.1K
Filed 2026-10-08
ASL Financial, LLC
DECREASED
Shares6,510 from 6,710
Change-200 (-3%)
Value$232.5K (-$15.9K)
Filed 2026-10-15
Aire Advisors, LLC
INCREASED
Shares6,383 from 6,105
Change+278 (+5%)
Value$228.0K (+$2.0K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares6,273 from 269
Change+6,004 (+2232%)
Value$224 (-$9.8K)
Filed 2026-10-14
FF Advisors,LLC
NEW
Shares6,218
Change+6,218
Value$222.1K
Filed 2026-10-21
Integris Wealth Management, LLC
DECREASED
Shares6,172 from 6,302
Change-130 (-2%)
Value$220.5K (-$12.8K)
Filed 2026-10-14
Syntegra Private Wealth Group, LLC
DECREASED
Shares6,155 from 7,664
Change-1,509 (-20%)
Value$219.9K (-$63.9K)
Filed 2026-10-13
Acorn Wealth Advisors, LLC
UNCHANGED
Shares6,155 from 6,155
Change0 (0%)
Value$219.9K (-$8.0K)
Filed 2026-10-19
Patten Group, Inc.
UNCHANGED
Shares6,084 from 6,084
Change0 (0%)
Value$217.3K (-$7.9K)
Filed 2026-10-26
PFG Advisors
DECREASED
Shares6,057 from 6,340
Change-283 (-4%)
Value$216.4K (-$18.3K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares5,604 from 5,604
Change0 (0%)
Value$207.5K ($0)
Filed 2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares5,462 from 4,500
Change+962 (+21%)
Value$195.2K (+$28.5K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares4,462 from 1,784
Change+2,678 (+150%)
Value$159.4K (+$93.3K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares3,526 from 1,991
Change+1,535 (+77%)
Value$125.9K (+$52.2K)
Filed 2026-10-26
Ashton Thomas Securities, LLC
NEW
Shares3,439
Change+3,439
Value$122.8K
Filed 2026-10-26
Financial Network Wealth Advisors LLC
DECREASED
Shares2,539 from 2,881
Change-342 (-12%)
Value$90.7K (-$16.0K)
Filed 2026-10-28
Key FInancial Inc
DECREASED
Shares2,397 from 2,405
Change-8 (0%)
Value$85.6K (-$3.4K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares2,349
Change+2,349
Value$83.9K
Filed 2026-10-09
Blue Trust, Inc.
INCREASED
Shares2,296 from 1,282
Change+1,014 (+79%)
Value$82.0K (+$34.6K)
Filed 2026-10-15
Olistico Wealth, LLC
DECREASED
Shares2,251 from 2,279
Change-28 (-1%)
Value$80.4K (-$4.0K)
Filed 2026-10-05
Allworth Financial LP
INCREASED
Shares2,110 from 2,093
Change+17 (+1%)
Value$78.1K (+$630)
Filed 2026-11-06
Concord Wealth Partners
UNCHANGED
Shares1,987 from 1,987
Change0 (0%)
Value$71.0K (-$2.6K)
Filed 2026-11-02
Investors Research Corp
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$68.8K (-$2.5K)
Filed 2026-10-07
Creative Financial Designs Inc
DECREASED
Shares1,788 from 4,217
Change-2,429 (-58%)
Value$63.9K (-$92.3K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares1,662 from 1,634
Change+28 (+2%)
Value$59.4K (-$1.1K)
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares1,659
Change+1,659
Value$59.3K
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares1,561
Change+1,561
Value$56
Filed 2026-10-02
Nfsg Corp
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$53.6K (-$2.0K)
Filed 2026-10-15
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,422 from 1,422
Change0 (0%)
Value$50.8K (-$1.8K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$48.4K (-$1.8K)
Filed 2026-10-09
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$43.9K (-$1.6K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$39.4K (-$1.4K)
Filed 2026-10-21
Dorato Capital Management
DECREASED
Shares1,097 from 1,928
Change-831 (-43%)
Value$39.1K (-$32.0K)
Filed 2026-10-08
Trust Co of Toledo NA
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$38.6K (-$1.4K)
Filed 2026-10-16
CFG Wealth Management Services, Inc.
NEW
Shares1,061
Change+1,061
Value$37.7K
Filed 2026-10-21
Arlington Trust Co LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$35.7K (-$1.3K)
Filed 2026-10-20
Parkside Financial Bank & Trust
NEW
Shares938
Change+938
Value$33.5K
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$32.5K (-$1.2K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
DECREASED
Shares875 from 935
Change-60 (-6%)
Value$31.3K (-$3.4K)
Filed 2026-10-13
Guardian Partners Inc.
NEW
Shares820
Change+820
Value$29.3K
Filed 2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$28.6K (-$1.0K)
Filed 2026-10-22
Meriwether Wealth & Planning, LLC
NEW
Shares751
Change+751
Value$26.8K
Filed 2026-10-13
State of Wyoming
NEW
Shares750
Change+750
Value$26.8K
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED
Shares714 from 645
Change+69 (+11%)
Value$25.5K (+$1.6K)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares712 from 1,366
Change-654 (-48%)
Value$25.4K (-$25.1K)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$24.4K (-$861)
Filed 2026-11-04
Paladin Partners, LLC
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$23.5K (-$855)
Filed 2026-10-06
Larson Financial Group LLC
DECREASED
Shares651 from 2,178
Change-1,527 (-70%)
Value$23.3K (-$57.4K)
Filed 2026-11-05
Clean Yield Group
DECREASED
Shares603 from 3,056
Change-2,453 (-80%)
Value$21.5K (-$91.6K)
Filed 2026-10-28
Triumph Capital Management
DECREASED
Shares578 from 598
Change-20 (-3%)
Value$20.6K (-$1.5K)
Filed 2026-10-14
Deane Retirement Strategies, Inc.
NEW
Shares560
Change+560
Value$20.0K
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares495 from 559
Change-64 (-11%)
Value$17.7K (-$3.0K)
Filed 2026-10-23
Mosley Wealth Management
INCREASED
Shares485 from 474
Change+11 (+2%)
Value$17.3K (-$252)
Filed 2026-10-16
Bank & Trust Co
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$16.6K (-$603)
Filed 2026-10-07
Raleigh Capital Management Inc.
INCREASED
Shares441 from 379
Change+62 (+16%)
Value$15.7K (+$1.7K)
Filed 2026-10-28
Piscataqua Savings Bank
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$15.0K (-$546)
Filed 2026-10-21
Next Level Wealth Planning, LLC
NEW
Shares392
Change+392
Value$14.0K
Filed 2026-10-29
Birch Financial Group, LLC
NEW
Shares343
Change+343
Value$12.3K
Filed 2026-10-27
Gamma Investing LLC
DECREASED
Shares328 from 392
Change-64 (-16%)
Value$11.7K (-$2.8K)
Filed 2026-10-08
First Financial Corp
DECREASED
Shares315 from 515
Change-200 (-39%)
Value$11.3K (-$7.8K)
Filed 2026-10-13
Activest Wealth Management
INCREASED
Shares289 from 284
Change+5 (+2%)
Value$10.3K (-$194)
Filed 2026-10-15
Wolff Wiese Magana LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$9.7K (-$354)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares269 from 56
Change+213 (+380%)
Value$9.6K (+$7.5K)
Filed 2026-11-03
Buck Wealth Strategies, LLC
INCREASED
Shares261 from 35
Change+226 (+646%)
Value$9.3K (+$8.0K)
Filed 2026-10-28
Gables Capital Management Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$9.1K (-$331)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$9.0K (-$329)
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares231
Change+231
Value$8.3K
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$8.0K (-$289)
Filed 2026-10-05
Trust Co of Vermont
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$7.9K (-$286)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$7.6K (-$277)
Filed 2026-10-27
Golden State Wealth Management, LLC
INCREASED
Shares210 from 153
Change+57 (+37%)
Value$7.5K (+$1.8K)
Filed 2026-11-02
Thompson Investment Management, Inc.
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$7.5K (-$272)
Filed 2026-10-14
RHL Group, LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$7.2K (-$257)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$7.0K (-$256)
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares191 from 109
Change+82 (+75%)
Value$6.8K (+$2.8K)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares185
Change+185
Value$6.6K
Filed 2026-11-05
Gen-Wealth Partners Inc
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$6.5K (-$236)
Filed 2026-11-04
Schuylkill Financial LLC
DECREASED
Shares162 from 39,499
Change-39,337 (-100%)
Value$5.8K (-$1.5M)
Filed 2026-10-21
Key Capital Management, Inc
INCREASED
Shares144 from 142
Change+2 (+1%)
Value$5.1K (-$113)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
INCREASED
Shares140 from 115
Change+25 (+22%)
Value$5.0K (+$733)
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$4.9K (-$178)
Filed 2026-11-05
Central Trust Co
DECREASED
Shares133 from 474
Change-341 (-72%)
Value$4.8K (-$12.8K)
Filed 2026-11-05
American Capital Advisory, LLC
NEW
Shares127
Change+127
Value$4.5K
Filed 2026-10-28
Towne Trust Company, N.a
DECREASED
Shares120 from 362
Change-242 (-67%)
Value$4.3K (-$9.1K)
Filed 2026-10-28
Winthrop Capital Management, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$3.9K (-$142)
Filed 2026-11-05
Roxbury Financial LLC
NEW
Shares105
Change+105
Value$3.7K
Filed 2026-10-01
Canton Hathaway, LLC
NEW
Shares98
Change+98
Value$3.5K
Filed 2026-10-23
Nova Financial LLC
NEW
Shares91
Change+91
Value$3.3K
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares91 from 80
Change+11 (+14%)
Value$3.2K (+$270)
Filed 2026-10-16
Bear Mountain Capital, Inc.
NEW
Shares82
Change+82
Value$2.9K
Filed 2026-11-04
Yankcom Partnership
INCREASED
Shares75 from 9
Change+66 (+733%)
Value$2.7K (+$2.3K)
Filed 2026-10-15
AlphaCore Capital LLC
NEW
Shares73
Change+73
Value$2.6K
Filed 2026-11-04
Montgomery Financial Services LLC
NEW
Shares72
Change+72
Value$2.6K
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares72 from 12
Change+60 (+500%)
Value$2.6K (+$2.1K)
Filed 2026-10-30
Toth Financial Advisory Corp
NEW
Shares69
Change+69
Value$2.5K
Filed 2026-10-08
Team Financial Group, LLC
NEW
Shares65
Change+65
Value$2.3K
Filed 2026-10-30
Avion Wealth
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$2.2K (-$81)
Filed 2026-10-07
JFS Wealth Advisors, LLC
DECREASED
Shares54 from 2,608
Change-2,554 (-98%)
Value$1.9K (-$94.6K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
NEW
Shares53
Change+53
Value$1.9K
Filed 2026-10-05
Lloyd Advisory Services, Llc.
INCREASED
Shares50 from 49
Change+1 (+2%)
Value$1.8K (-$33)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.8K (-$65)
Filed 2026-10-13
Kingdom Financial Group Llc.
DECREASED
Shares38 from 547
Change-509 (-93%)
Value$1.3K (-$18.9K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
NEW
Shares30
Change+30
Value$1.1K
Filed 2026-10-23
Planning Strategies Inc.
NEW
Shares24
Change+24
Value$857
Filed 2026-10-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$679 (-$24)
Filed 2026-11-02
Russell Investments Group, Ltd.
INCREASED
Shares14 from 8
Change+6 (+75%)
Value$500 (+$204)
Filed 2026-11-06
Brown, Lisle Ings, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$464 (-$17)
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$429 (-$16)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$250 (-$8)
Filed 2026-10-26
Valley National Advisers Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$215 (-$8)
Filed 2026-10-23
Networth Advisors, LLC
NEW
Shares3
Change+3
Value$107
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares2 from 287
Change-285 (-99%)
Value$72 (-$10.6K)
Filed 2026-11-03
Quaker Wealth Management, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$72 (-$3)
Filed 2026-10-22
Salomon & Ludwin, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$36 (-$1)
Filed 2026-10-29
Bradley & Co. Private Wealth Management, LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-23
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 3,034,468
Change-3,034,468 (-100%)
Value$0 (-$112.3M)
Filed 2026-10-16
Neos Investment Management LLC
CLOSED
Shares0 from 1,940,278
Change-1,940,278 (-100%)
Value$0 (-$71.4M)
Filed 2026-11-04
Deutsche Bank Ag\
CLOSED
Shares0 from 335,646
Change-335,646 (-100%)
Value$0 (-$12.4M)
Filed 2026-11-06
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 260,491
Change-260,491 (-100%)
Value$0 (-$9.6M)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 111,311
Change-111,311 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-27
Jefferies Financial Group Inc.
CLOSED
Shares0 from 71,905
Change-71,905 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 38,618
Change-38,618 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-14
Frontier Asset Management, LLC
CLOSED
Shares0 from 29,823
Change-29,823 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
Balefire, LLC
CLOSED
Shares0 from 22,829
Change-22,829 (-100%)
Value$0 (-$845.1K)
Filed 2026-10-09
WBI Investments, LLC
CLOSED
Shares0 from 17,701
Change-17,701 (-100%)
Value$0 (-$655.3K)
Filed 2026-11-05
Balentine LLC
CLOSED
Shares0 from 16,464
Change-16,464 (-100%)
Value$0 (-$609.5K)
Filed 2026-11-03
Ninety One North America, Inc.
CLOSED
Shares0 from 15,399
Change-15,399 (-100%)
Value$0 (-$570.1K)
Filed 2026-10-15
Strategic Blueprint, LLC
CLOSED
Shares0 from 11,229
Change-11,229 (-100%)
Value$0 (-$415.7K)
Filed 2026-10-22
CPA Asset Management Group, LLC
CLOSED
Shares0 from 9,358
Change-9,358 (-100%)
Value$0 (-$346.4K)
Filed 2026-10-26
Ramsey Quantitative Systems
CLOSED
Shares0 from 9,000
Change-9,000 (-100%)
Value$0 (-$333.2K)
Filed 2026-10-22
G&S Capital LLC
CLOSED
Shares0 from 6,277
Change-6,277 (-100%)
Value$0 (-$232.4K)
Filed 2026-10-23
Optivise Advisory Services LLC
CLOSED
Shares0 from 6,034
Change-6,034 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-19
rebel Financial LLC
CLOSED
Shares0 from 5,933
Change-5,933 (-100%)
Value$0 (-$219.6K)
Filed 2026-11-04
Valeo Financial Advisors, LLC
CLOSED
Shares0 from 5,585
Change-5,585 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-08
Harbour Capital Advisors, LLC
CLOSED
Shares0 from 5,495
Change-5,495 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-13
Petros Family Wealth, LLC
CLOSED
Shares0 from 5,451
Change-5,451 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,201
Change-4,201 (-100%)
Value$0 (-$155.5K)
Filed 2026-10-15
NBT Bank, N.A.
CLOSED
Shares0 from 2,115
Change-2,115 (-100%)
Value$0 (-$78.3K)
Filed 2026-10-21
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$13.8K)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 279
Change-279 (-100%)
Value$0 (-$10)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-28
Tsfg, LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$7)
Filed 2026-11-04
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-16
Cornerstone Planning Group LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-16
Arvest Investments, Inc.
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-20
Spire Wealth Management
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-30
Coastline Trust Co
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-01
Evermay Wealth Management LLC
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-05
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$35)
Filed 2026-10-29
Mather Group, Llc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$16)
Filed 2026-10-14
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Jones Financial Companies Lllp
N/A
Shares— from 102,450,126
Change-102,450,126 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 71,640,220
Change-71,640,220 (-100%)
Value—
Prudential PLC
N/A
Shares— from 64,814,347
Change-64,814,347 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 42,060,397
Change-42,060,397 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 31,773,821
Change-31,773,821 (-100%)
Value—
UBS Group AG
N/A
Shares— from 26,025,924
Change-26,025,924 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,595,060
Change-23,595,060 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 21,726,225
Change-21,726,225 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 20,479,608
Change-20,479,608 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,319,051
Change-16,319,051 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 14,110,000
Change-14,110,000 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 13,205,000
Change-13,205,000 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 11,355,800
Change-11,355,800 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 10,057,165
Change-10,057,165 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,683,034
Change-9,683,034 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 8,646,000
Change-8,646,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,291,228
Change-7,291,228 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,458,499
Change-6,458,499 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,021,477
Change-6,021,477 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,287,519
Change-5,287,519 (-100%)
Value—
Nepc LLC
N/A
Shares— from 5,230,809
Change-5,230,809 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,210,289
Change-5,210,289 (-100%)
Value—
Toews Corp
N/A
Shares— from 5,163,600
Change-5,163,600 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 4,835,000
Change-4,835,000 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,718,882
Change-4,718,882 (-100%)
Value—
Allstate Corp
N/A
Shares— from 2,843,829
Change-2,843,829 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,610,139
Change-2,610,139 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,222,793
Change-2,222,793 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,210,463
Change-2,210,463 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 2,207,160
Change-2,207,160 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 2,140,983
Change-2,140,983 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 2,096,382
Change-2,096,382 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 2,006,500
Change-2,006,500 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,909,046
Change-1,909,046 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 1,485,000
Change-1,485,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,475,495
Change-1,475,495 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,369,649
Change-1,369,649 (-100%)
Value—
Shenkman Capital Management Inc
N/A
Shares— from 1,363,449
Change-1,363,449 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,354,616
Change-1,354,616 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 1,300,000
Change-1,300,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,282,817
Change-1,282,817 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,183,714
Change-1,183,714 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,183,111
Change-1,183,111 (-100%)
Value—
DSC Meridian Capital LP
N/A
Shares— from 1,181,455
Change-1,181,455 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,140,833
Change-1,140,833 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,043,544
Change-1,043,544 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 1,000,800
Change-1,000,800 (-100%)
Value—
King Street Capital Management, L.P.
N/A
Shares— from 999,000
Change-999,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 978,459
Change-978,459 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 896,486
Change-896,486 (-100%)
Value—
Chandler Asset Management, Inc.
N/A
Shares— from 846,780
Change-846,780 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 818,912
Change-818,912 (-100%)
Value—
Santa Clara Valley Transportation Authority
N/A
Shares— from 699,249
Change-699,249 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 685,069
Change-685,069 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 661,379
Change-661,379 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 622,914
Change-622,914 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 619,568
Change-619,568 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 616,162
Change-616,162 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 550,418
Change-550,418 (-100%)
Value—
&partners
N/A
Shares— from 542,963
Change-542,963 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 516,260
Change-516,260 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 473,656
Change-473,656 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 449,370
Change-449,370 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 409,081
Change-409,081 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 408,392
Change-408,392 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 379,214
Change-379,214 (-100%)
Value—
Silver Point Capital L.P.
N/A
Shares— from 377,941
Change-377,941 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 376,828
Change-376,828 (-100%)
Value—
CNO Financial Group, Inc.
N/A
Shares— from 320,000
Change-320,000 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 310,219
Change-310,219 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 286,513
Change-286,513 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 269,340
Change-269,340 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 262,192
Change-262,192 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 260,361
Change-260,361 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 251,221
Change-251,221 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 245,024
Change-245,024 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 237,111
Change-237,111 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 232,203
Change-232,203 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 227,830
Change-227,830 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 196,176
Change-196,176 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 193,635
Change-193,635 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 190,227
Change-190,227 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 176,599
Change-176,599 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 166,378
Change-166,378 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 159,922
Change-159,922 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 154,116
Change-154,116 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 151,744
Change-151,744 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 150,600
Change-150,600 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 149,782
Change-149,782 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 148,097
Change-148,097 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 143,979
Change-143,979 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 143,374
Change-143,374 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 143,374
Change-143,374 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 136,245
Change-136,245 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 131,852
Change-131,852 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 130,816
Change-130,816 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 130,060
Change-130,060 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 126,417
Change-126,417 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 121,579
Change-121,579 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 118,199
Change-118,199 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 112,601
Change-112,601 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 111,921
Change-111,921 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 111,293
Change-111,293 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 110,966
Change-110,966 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 109,178
Change-109,178 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 101,969
Change-101,969 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 98,378
Change-98,378 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 98,189
Change-98,189 (-100%)
Value—
American Trust
N/A
Shares— from 97,991
Change-97,991 (-100%)
Value—
Angel Oak Capital Advisors, LLC
N/A
Shares— from 93,670
Change-93,670 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 83,765
Change-83,765 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 82,283
Change-82,283 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 82,186
Change-82,186 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 80,555
Change-80,555 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 80,020
Change-80,020 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 79,304
Change-79,304 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 77,055
Change-77,055 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 67,959
Change-67,959 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 65,453
Change-65,453 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 63,925
Change-63,925 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 59,561
Change-59,561 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 58,711
Change-58,711 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 56,801
Change-56,801 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 54,714
Change-54,714 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 53,263
Change-53,263 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 53,111
Change-53,111 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 51,470
Change-51,470 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 48,504
Change-48,504 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 48,060
Change-48,060 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 47,827
Change-47,827 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 45,924
Change-45,924 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 45,024
Change-45,024 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 44,446
Change-44,446 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 43,169
Change-43,169 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 42,966
Change-42,966 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 41,800
Change-41,800 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 40,041
Change-40,041 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 39,401
Change-39,401 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 39,384
Change-39,384 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 38,703
Change-38,703 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 37,042
Change-37,042 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,001
Change-35,001 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 33,701
Change-33,701 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 32,885
Change-32,885 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 32,052
Change-32,052 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 31,134
Change-31,134 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 30,606
Change-30,606 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 30,448
Change-30,448 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 30,066
Change-30,066 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 29,522
Change-29,522 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 29,491
Change-29,491 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,215
Change-28,215 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 28,125
Change-28,125 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 27,249
Change-27,249 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 27,215
Change-27,215 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 27,166
Change-27,166 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 25,030
Change-25,030 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 24,802
Change-24,802 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 24,765
Change-24,765 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,719
Change-24,719 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 23,421
Change-23,421 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 23,391
Change-23,391 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 23,165
Change-23,165 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,476
Change-21,476 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 20,700
Change-20,700 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,305
Change-20,305 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,299
Change-20,299 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 20,174
Change-20,174 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 20,079
Change-20,079 (-100%)
Value—
Commerce Bank
N/A
Shares— from 19,879
Change-19,879 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 19,581
Change-19,581 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,176
Change-19,176 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 18,864
Change-18,864 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 18,817
Change-18,817 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 18,780
Change-18,780 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 18,550
Change-18,550 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 18,224
Change-18,224 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 17,508
Change-17,508 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,284
Change-17,284 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 16,986
Change-16,986 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 16,824
Change-16,824 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 16,785
Change-16,785 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 16,602
Change-16,602 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 16,264
Change-16,264 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,231
Change-16,231 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 15,434
Change-15,434 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,417
Change-15,417 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 15,337
Change-15,337 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 15,044
Change-15,044 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,440
Change-14,440 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 14,206
Change-14,206 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 14,192
Change-14,192 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 14,015
Change-14,015 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,679
Change-13,679 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 13,505
Change-13,505 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 13,480
Change-13,480 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 13,474
Change-13,474 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 13,474
Change-13,474 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 12,856
Change-12,856 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 12,660
Change-12,660 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 12,559
Change-12,559 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,449
Change-12,449 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 12,391
Change-12,391 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 12,341
Change-12,341 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 11,761
Change-11,761 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 11,680
Change-11,680 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,480
Change-11,480 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 11,394
Change-11,394 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 10,944
Change-10,944 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 10,875
Change-10,875 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,735
Change-10,735 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 10,448
Change-10,448 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,337
Change-10,337 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 10,244
Change-10,244 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,949
Change-9,949 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 9,877
Change-9,877 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 9,830
Change-9,830 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 9,751
Change-9,751 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 9,263
Change-9,263 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,020
Change-9,020 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,821
Change-8,821 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 8,781
Change-8,781 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 8,779
Change-8,779 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,764
Change-8,764 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 8,078
Change-8,078 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 8,045
Change-8,045 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 7,738
Change-7,738 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,473
Change-7,473 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,315
Change-7,315 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,299
Change-7,299 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 5,427
Change-5,427 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,216
Change-3,216 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,536
Change-2,536 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 843
Change-843 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 818
Change-818 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 666
Change-666 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 455
Change-455 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 375
Change-375 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 362
Change-362 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 349
Change-349 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 266
Change-266 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 222
Change-222 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 181
Change-181 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 162
Change-162 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 158
Change-158 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 144
Change-144 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 108
Change-108 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 67
Change-67 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 51
Change-51 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
CNB Bank
N/A
Shares— from 23
Change-23 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 20
Change-20 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 6
Change-6 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Japan Science & Technology Agency
UNCHANGED14,319,90614,319,90600%$530.1M$511.5M-$18.6M2026-10-16
Ocean Park Asset Management, LLC
DECREASED7,868,4008,293,739-425,339-5%$307.0M$281.1M-$26.0M2026-10-21
Thrivent Financial for Lutherans
INCREASED5,982,4325,954,526+27,906+0%$220.4M$213.7M-$6.8M2026-11-05
Barclays PLC
NEW5,582,517—+5,582,517——$199.4M—2026-11-06
LPL Financial LLC
DECREASED5,116,6245,521,305-404,681-7%$204.4M$182.8M-$21.6M2026-11-06
iA Global Asset Management Inc.
INCREASED4,822,8104,586,295+236,515+5%$169.8M$172.3K-$169.6M2026-10-29
Truist Financial Corp
INCREASED4,598,0672,731,157+1,866,910+68%$101.1M$164.2M+$63.1M2026-10-30
SigFig Wealth Management, LLC
INCREASED3,510,9603,203,583+307,377+10%$118.6M$125.4M+$6.8M2026-10-07
Allspring Global Investments Holdings, LLC
DECREASED2,894,2823,018,362-124,080-4%$111.4M$103.0M-$8.5M2026-11-04
Principal Financial Group Inc
DECREASED2,202,1965,325,021-3,122,825-59%$197.1M$78.7M-$118.5M2026-11-02
Rebalance, LLC
INCREASED1,971,6611,907,564+64,097+3%$70.6M$70.4M-$190.3K2026-10-22
Bank of New York Mellon Corp
INCREASED1,867,2591,635,033+232,226+14%$60.5M$66.7M+$6.2M2026-11-05
Assetmark, Inc
DECREASED1,735,4442,522,363-786,919-31%$93.4M$62.0M-$31.4M2026-10-21
Bricktown Capital, LLC
INCREASED1,643,5791,605,073+38,506+2%$59.4M$58.7M-$711.2K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED1,473,7161,377,743+95,973+7%$51.0M$52.6M+$1.6M2026-10-29
US Bancorp \de\
INCREASED1,420,5111,237,359+183,152+15%$45.8M$50.7M+$4.9M2026-11-05
Factory Mutual Insurance Co
UNCHANGED1,355,0001,355,00000%$50.2M$48.4M-$1.8M2026-10-30
New York Life Investment Management LLC
INCREASED1,160,2191,118,656+41,563+4%$41.4M$41.4M+$30.4K2026-11-04
Ninety One UK Ltd
DECREASED1,129,7621,867,507-737,745-39%$69.1M$40.4M-$28.8M2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED1,124,5851,115,267+9,318+1%$41.3M$40.2M-$1.1M2026-10-20
First Command Advisory Services, Inc.
INCREASED1,092,063930,168+161,895+17%$34.4M$39.0M+$4.6M2026-11-05
CVS Health Corp
INCREASED1,050,000478,100+571,900+120%$17.7M$37.5M+$19.8M2026-11-05
Roberts Financial Services LLC
INCREASED1,033,256997,955+35,301+4%$36.9M$36.9M-$36.4K2026-10-23
State of New Jersey Common Pension Fund D
UNCHANGED800,000800,00000%$29.6M$28.6M-$1.0M2026-11-05
Stockman Wealth Management, Inc.
INCREASED774,029694,160+79,869+12%$25.7M$27.6M+$2.0M2026-10-27
Capital Asset Advisory Services LLC
DECREASED692,3001,051,627-359,327-34%$38.9M$24.6M-$14.3M2026-10-30
Baker Avenue Asset Management, LP
INCREASED683,617659,551+24,066+4%$24.4M$24.4M+$2.2K2026-11-06
Exchange Traded Concepts, LLC
INCREASED674,601126,339+548,262+434%$4.7M$24.1M+$19.4M2026-10-28
Insight Wealth Strategies, LLC
NEW626,335—+626,335——$22.4M—2026-10-09
Wedmont Private Capital
INCREASED600,801531,621+69,180+13%$19.6M$21.4M+$1.8M2026-10-09
Cambridge Investment Research Advisors, Inc.
DECREASED594,3471,208,206-613,859-51%$44.7M$21.2K-$44.7M2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED584,556568,995+15,561+3%$21.1M$20.9M-$183.9K2026-11-02
Alaska Permanent Fund Corp
UNCHANGED576,619576,61900%$21.3M$20.6M-$749.2K2026-10-21
Phillips Financial Management, LLC
INCREASED477,901453,959+23,942+5%$16.8M$17.1M+$265.1K2026-10-19
Greystone Financial Group, LLC
DECREASED435,560461,319-25,759-6%$17.1M$15.6M-$1.5M2026-10-26
Commonwealth Equity Services, LLC
INCREASED435,067419,032+16,035+4%$15.5M$15.5M+$28.1K2026-11-02
Destiny Wealth Partners, LLC
INCREASED415,965369,017+46,948+13%$13.6M$14.8M+$1.2M2026-11-05
Rakuten Investment Management, Inc.
INCREASED401,707345,178+56,529+16%$12.8M$14.4M+$1.6M2026-10-30
Viewpoint Investment Partners Corp
INCREASED399,400392,600+6,800+2%$14.5M$14.3M-$251.8K2026-10-26
Fort Washington Investment Advisors Inc
INCREASED382,142333,242+48,900+15%$12.3M$13.7M+$1.3M2026-10-15
Fifth Third Securities, Inc.
INCREASED376,434358,185+18,249+5%$13.3M$13.4M+$186.2K2026-10-21
Avior Wealth Management, LLC
INCREASED352,02621,185+330,841+1562%$784.3K$12.6M+$11.8M2026-10-13
Grove Bank & Trust
DECREASED335,076341,672-6,596-2%$12.6M$12.0M-$679.8K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED327,657310,393+17,264+6%$11.5M$11.7M+$213.1K2026-10-16
Vise Technologies, Inc.
INCREASED318,053250,345+67,708+27%$9.3M$11.4M+$2.1M2026-10-29
FC Advisory LLC
INCREASED316,737300,163+16,574+6%$11.1M$11.3M+$201.8K2026-10-05
Aberdeen Group plc
INCREASED292,387149,055+143,332+96%$5.5M$10.4M+$4.9M2026-11-06
Citigroup Inc
DECREASED290,786297,180-6,394-2%$11.0M$10.4M-$614.7K2026-11-04
Fifth Third Bancorp
INCREASED283,749249,155+34,594+14%$9.2M$10.1M+$911.8K2026-11-05
Form Wealth Advisors, LLC
DECREASED280,652332,238-51,586-16%$12.3M$10.0M-$2.3M2026-10-13
Amicus Financial Advisors, LLC
INCREASED246,300235,140+11,160+5%$8.7M$8.8M+$93.0K2026-11-03
Financiere des Professionnels - Fonds d'investissement inc.
NEW239,600—+239,600——$8.6M—2026-11-03
UMB Bank, n.a.
INCREASED230,130219,046+11,084+5%$8.1M$8.2M+$111.2K2026-11-06
Sigma Planning Corp
INCREASED219,714200,610+19,104+10%$7.4M$7.8M+$421.6K2026-10-23
CoreCap Advisors, LLC
INCREASED217,386177,673+39,713+22%$6.6M$7.8M+$1.2M2026-10-08
Single Point Partners, LLC
INCREASED214,052199,560+14,492+7%$7.4M$7.6M+$258.3K2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED209,706169,302+40,404+24%$6.3M$7.5M+$1.2M2026-10-13
Merit Financial Group, LLC
INCREASED207,91069,783+138,127+198%$2.6M$7.4M+$4.8M2026-11-06
IFG Advisors, LLC
INCREASED197,943149,025+48,918+33%$5.5M$7.1M+$1.6M2026-10-15
Alps Advisors Inc
INCREASED197,603121,418+76,185+63%$4.5M$7.1M+$2.6M2026-11-03
Twele Capital Management, Inc.
INCREASED197,247185,359+11,888+6%$6.9M$7.0M+$183.7K2026-10-13
Diversify Wealth Management, LLC
INCREASED195,71513,552+182,163+1344%$497.2K$7.0M+$6.5M2026-10-20
Diversify Advisory Services, LLC
INCREASED195,71513,552+182,163+1344%$497.2K$7.0M+$6.5M2026-10-20
Integrated Advisors Network LLC
INCREASED195,203192,692+2,511+1%$7.1M$7.0M-$160.8K2026-10-20
Ascent Group, LLC
DECREASED194,985253,314-58,329-23%$9.4M$7.0M-$2.4M2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED176,365181,125-4,760-3%$6.7M$6.3M-$388.9K2026-10-13
Hohimer Wealth Management, LLC
DECREASED174,753194,958-20,205-10%$7.2M$6.2M-$975.2K2026-11-04
Cornerstone Management, Inc.
INCREASED169,812165,476+4,336+3%$6.1M$6.1M-$60.2K2026-10-16
Creative Planning
INCREASED168,243163,188+5,055+3%$6.0M$6.0M-$31.6K2026-11-02
MGO One Seven LLC
INCREASED164,83681,104+83,732+103%$3.0M$5.9M+$2.9M2026-10-28
PNC Financial Services Group, Inc.
INCREASED161,87074,184+87,686+118%$2.7M$5.8M+$3.0M2026-11-06
Florida Trust Wealth Management Co
INCREASED159,19860,136+99,062+165%$2.2M$5.7M+$3.5M2026-11-05
Founders Financial Securities LLC
DECREASED148,446156,232-7,786-5%$5.8M$5.3M-$481.2K2026-10-28
Choreo, LLC
DECREASED137,963381,671-243,708-64%$14.1M$4.9M-$9.2M2026-10-28
Forte Asset Management LLC
INCREASED137,157136,741+416+0%$5.1M$4.9M-$162.9K2026-10-13
Kestra Advisory Services, LLC
INCREASED136,33990,198+46,141+51%$3.3M$4.9M+$1.5M2026-11-02
Topel & Distasi Wealth Management, LLC
DECREASED135,769136,122-3530%$5.0M$4.8M-$189.6K2026-11-05
Charles Schwab Trust Co
INCREASED125,08289,909+35,173+39%$3.3M$4.5M+$1.1M2026-10-15
Tucker Asset Management LLC
DECREASED122,103122,883-780-1%$4.5M$4.4M-$187.6K2026-10-29
Barings LLC
DECREASED120,200886,891-766,691-86%$32.8M$4.3M-$28.5M2026-10-22
Securian Asset Management, Inc
UNCHANGED119,486119,48600%$4.4M$4.3M-$137.4K2026-11-06
Financial & Tax Architects, LLC
INCREASED117,070115,423+1,647+1%$4.3M$4.2M-$91.2K2026-10-15
Thryve Wealth Management LLC
INCREASED113,19199,853+13,338+13%$3.7M$4.0M+$346.6K2026-10-09
Gibbs Wealth Management
INCREASED112,114107,542+4,572+4%$4.0M$4.0M+$23.5K2026-10-22
Paragon Advisors, LLC
INCREASED107,63183,767+23,864+28%$3.1M$3.8M+$743.5K2026-11-03
Fisher Asset Management, LLC
DECREASED103,828144,061-40,233-28%$5.3M$3.7M-$1.6M2026-11-06
Procyon Advisors, LLC
INCREASED101,54297,391+4,151+4%$3.6M$3.6M+$21.7K2026-10-21
SWS Partners
INCREASED100,94199,938+1,003+1%$3.7M$3.6M-$94.1K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED98,6462,528+96,118+3802%$93.6K$3.5M+$3.4M2026-10-30
LeConte Wealth Management, LLC
INCREASED98,38987,800+10,589+12%$3.3M$3.5M+$264.1K2026-10-20
Ascentis Independent Advisors
INCREASED98,07222,216+75,856+341%$822.5K$3.5M+$2.7M2026-11-03
Nisa Investment Advisors, LLC
INCREASED97,03895,389+1,649+2%$3.5M$3.5M-$65.1K2026-10-20
DeLarme Wealth Management, Inc.
INCREASED95,29790,790+4,507+5%$3.4M$3.4M+$43.0K2026-10-30
Park Avenue Securities LLC
DECREASED92,551113,749-21,198-19%$4.2M$3.3K-$4.2M2026-10-26
WealthCare Investment Partners, LLC
INCREASED91,10385,137+5,966+7%$3.2M$3.3M+$102.4K2026-11-05
Asset Management One Co., Ltd.
DECREASED81,643120,103-38,460-32%$4.4M$2.9M-$1.5M2026-10-27
Kathmere Capital Management, LLC
DECREASED81,226115,486-34,260-30%$4.3M$2.9M-$1.4M2026-10-20
Sovran Advisors, LLC
INCREASED80,36352,672+27,691+53%$1.9M$2.9M+$950.3K2026-11-02
Heritage Family Offices, LLP
DECREASED75,581111,311-35,730-32%$4.1M$2.7M-$1.4M2026-11-02
Cynosure Group, LLC
DECREASED74,72988,356-13,627-15%$3.3M$2.7M-$601.6K2026-11-03
Level Four Advisory Services, LLC
DECREASED73,36376,651-3,288-4%$2.8M$2.6M-$217.1K2026-11-06
Leeward Financial Partners, LLC
INCREASED72,66071,441+1,219+2%$2.6M$2.6M-$49.3K2026-10-23
Windsor Capital Management, LLC
INCREASED72,25059,375+12,875+22%$2.2M$2.6M+$382.7K2026-10-13
Parr Mcknight Wealth Management Group, LLC
DECREASED71,898107,686-35,788-33%$4.0M$2.6M-$1.4M2026-10-30
Sowell Financial Services LLC
DECREASED71,71373,237-1,524-2%$2.7M$2.6M-$149.7K2026-10-23
New Wave Wealth Advisors LLC
INCREASED71,52367,631+3,892+6%$2.5M$2.6M+$46.8K2026-10-19
Sagespring Wealth Partners, LLC
DECREASED69,39681,550-12,154-15%$3.0M$2.5M-$540.2K2026-10-22
Unison Advisors LLC
INCREASED68,86865,898+2,970+5%$2.4M$2.5M+$20.4K2026-10-29
Lido Advisors, LLC
INCREASED65,4249,668+55,756+577%$358.0K$2.3M+$2.0M2026-11-04
Maseco LLP
DECREASED64,94568,740-3,795-6%$2.5M$2.3M-$225.0K2026-10-27
Joel Adams & Associates, Inc.
INCREASED64,43460,476+3,958+7%$2.2M$2.3M+$62.8K2026-11-02
IFS Advisors, LLC
NEW63,135—+63,135——$2.3M—2026-10-14
Venture Visionary Partners LLC
DECREASED61,97270,302-8,330-12%$2.6M$2.2M-$389.0K2026-10-07
Retiremitten Financial LLC
NEW61,808—+61,808——$2.2M—2026-11-05
M Holdings Securities, Inc.
INCREASED59,71144,280+15,431+35%$1.6M$2.1M+$494.0K2026-11-03
Titleist Asset Management, LLC
DECREASED58,91860,982-2,064-3%$2.3M$2.1M-$153.0K2026-10-08
CGN Advisors LLC
INCREASED58,32045,373+12,947+29%$1.7M$2.1M+$403.5K2026-10-21
Davenport & Co LLC
DECREASED57,81065,053-7,243-11%$2.4M$2.1M-$343.3K2026-10-14
Mechanics Bank Trust Department
INCREASED57,67757,347+330+1%$2.1M$2.1M-$62.8K2026-10-13
Vertex Investment Solutions Co., Ltd.
INCREASED54,60051,100+3,500+7%$1.9M$2.0M+$61.4K2026-10-19
Beese Fulmer Investment Management, Inc.
DECREASED53,65567,477-13,822-20%$2.5M$1.9M-$581.4K2026-10-23
Neumann Capital Management, LLC
NEW53,161—+53,161——$1.9M—2026-10-15
Riversedge Advisors, LLC
INCREASED52,08648,315+3,771+8%$1.8M$1.9M+$71.9K2026-10-09
Verdence Capital Advisors LLC
INCREASED51,99651,624+372+1%$1.9M$1.9M-$53.8K2026-10-26
Grey Fox Wealth Advisors, LLC
DECREASED51,757283,961-232,204-82%$10.5M$1.8M-$8.7M2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED51,12341,641+9,482+23%$1.5M$1.8M+$284.6K2026-11-04
Boyd Watterson Asset Management LLC
DECREASED50,83251,012-1800%$1.9M$1.8M-$72.7K2026-11-06
J.W. Cole Advisors, Inc.
INCREASED50,37343,511+6,862+16%$1.6M$1.8M+$188.5K2026-11-05
Innovative Wealth Building LLC
INCREASED49,93249,532+400+1%$1.8M$1.8M-$50.1K2026-10-14
Simon Quick Advisors, LLC
DECREASED49,66251,823-2,161-4%$1.9M$1.8M-$144.6K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED49,12050,557-1,437-3%$1.9M$1.8M-$117.0K2026-11-06
State of Wisconsin - Board of Commissioners of Public Lands
UNCHANGED48,55048,55000%$1.8M$1.7M-$63.1K2026-10-26
Guidance Capital, Inc
DECREASED47,80851,538-3,730-7%$1.9M$1.7M-$205.6K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED47,79633,778+14,018+42%$1.3M$1.7M+$456.8K2026-11-05
Patriot Investment Management Group, Inc.
INCREASED47,19446,601+593+1%$1.7M$1.7M-$39.4K2026-10-15
Union Bancaire Privee, UBP SA
UNCHANGED47,00047,00000%$1.7M$1.7M-$58.8K2026-11-04
Encompass More Asset Management
INCREASED46,65244,376+2,276+5%$1.6M$1.7M+$23.6K2026-10-16
High Net Worth Advisory Group LLC
DECREASED46,51848,312-1,794-4%$1.8M$1.7M-$126.9K2026-10-26
FDx Advisors, Inc.
NEW45,922—+45,922——$1.6M—2026-11-05
Triad Wealth Partners, LLC
INCREASED45,40039,552+5,848+15%$1.5M$1.6M+$170.9K2026-10-26
Mission Wealth Management, LP
DECREASED44,16551,119-6,954-14%$1.9M$1.6M-$314.9K2026-10-15
Keeler Thomas Management LLC
DECREASED44,097608,569-564,472-93%$22.5M$1.6M-$21.0M2026-10-29
Brighton Jones LLC
INCREASED44,06740,940+3,127+8%$1.5M$1.6M+$58.5K2026-11-03
Decker Retirement Planning Inc.
INCREASED41,66738,552+3,115+8%$1.4M$1.5M+$61.2K2026-10-19
AMG National Trust Bank
INCREASED41,39936,834+4,565+12%$1.4M$1.5M+$115.2K2026-11-05
Cullen T Bankers, Inc.
INCREASED39,3441,593+37,751+2370%$59.0K$1.4M+$1.3M2026-10-28
Vicus Capital
DECREASED39,31444,155-4,841-11%$1.6M$1.4M-$230.3K2026-11-05
Pinion Investment Advisors, LLC
INCREASED39,27532,726+6,549+20%$1.2M$1.4M+$191.4K2026-11-04
Collaborative Fund Advisors, LLC
DECREASED38,78299,140-60,358-61%$3.7M$1.4M-$2.3M2026-11-02
Genesis Private Wealth, LLC
DECREASED38,77455,423-16,649-30%$2.1M$1.4M-$666.8K2026-11-02
Kestra Investment Management, LLC
DECREASED37,79237,800-80%$1.4M$1.3M-$49.4K2026-11-04
Chicago Partners Investment Group LLC
INCREASED37,39436,898+496+1%$1.4M$1.3M-$21.4K2026-10-27
Braun-Bostich & Associates Inc.
DECREASED36,67737,129-452-1%$1.4M$1.3M-$64.4K2026-10-20
XY Planning Network, Inc.
INCREASED36,46833,791+2,677+8%$1.3M$1.3M+$51.7K2026-10-14
Primoris Wealth Advisors, LLC
DECREASED36,20061,700-25,500-41%$2.3M$1.3M-$991.1K2026-10-28
Bison Wealth, LLC
DECREASED36,00839,861-3,853-10%$1.5M$1.3M-$186.7K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED35,87927,111+8,768+32%$1.0M$1.3M+$277.9K2026-10-16
Wavvest Wealth LLC
NEW35,129—+35,129——$1.3M—2026-10-21
Y.D. More Investments Ltd
DECREASED34,53334,775-242-1%$1.3M$1.2M-$53.9K2026-11-02
Consolidated Capital Management, LLC
UNCHANGED32,88132,88100%$1.2M$1.2M-$42.7K2026-10-13
Aspiriant, LLC
NEW32,792—+32,792——$1.2M—2026-10-16
Winch Advisory Services, LLC
INCREASED32,74826,086+6,662+26%$965.7K$1.2M+$204.1K2026-11-06
Provenance Wealth Advisors, LLC
NEW32,684—+32,684——$1.2M—2026-10-30
Portside Wealth Group, LLC
INCREASED31,94426,476+5,468+21%$980.1K$1.1M+$160.9K2026-10-20
Leo Wealth, LLC
NEW31,796—+31,796——$1.1M—2026-10-26
Trek Financial, LLC
DECREASED31,60368,859-37,256-54%$2.5M$1.1M-$1.4M2026-10-29
Condor Capital Management
INCREASED30,87230,869+3+0%$1.1M$1.1M-$40.0K2026-11-06
Allstreet Capital Advisors LLC
INCREASED29,23129,017+214+1%$1.1M$1.0M-$30.1K2026-11-04
Moors & Cabot, Inc.
INCREASED28,73328,718+15+0%$1.1M$1.0M-$36.8K2026-11-06
EverSource Wealth Advisors, LLC
DECREASED28,25528,702-447-2%$1.1M$1.0M-$53.3K2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED28,15329,135-982-3%$1.1M$1.0M-$73.0K2026-11-04
Wetzel Investment Advisors, Inc.
DECREASED27,39227,779-387-1%$1.0M$978.4K-$49.9K2026-10-13
Independent Financial Group, LLC
DECREASED26,71127,375-664-2%$1.0M$954.1K-$59.3K2026-10-13
Brookstone Capital Management
DECREASED26,37633,263-6,887-21%$1.2M$942.2K-$289.2K2026-10-22
IFP Advisors, Inc
INCREASED25,50420,391+5,113+25%$754.9K$911.0K+$156.1K2026-10-16
Portfolio Strategies, Inc.
DECREASED24,86224,962-1000%$924.1K$888.1K-$36.0K2026-11-06
Defined Wealth Management, LLC
INCREASED24,42124,385+36+0%$902.8K$872.3K-$30.4K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED24,31023,056+1,254+5%$853.5K$868.4K+$14.8K2026-11-03
Prospera Financial Services Inc
INCREASED24,04321,480+2,563+12%$795.5K$859.9K+$64.4K2026-11-04
AGF Management LTD
UNCHANGED23,50023,50000%$870.0K$839.4K-$30.6K2026-11-03
Naples Global Advisors, LLC
INCREASED23,14723,002+145+1%$851.5K$826.8K-$24.7K2026-11-05
Provident Wealth Management, LLC
DECREASED22,86724,393-1,526-6%$903.0K$816.8K-$86.2K2026-10-20
Mullooly Asset Management, Inc.
INCREASED22,20421,826+378+2%$808.0K$793.1K-$14.9K2026-10-30
Invested Advisors
INCREASED22,13718,827+3,310+18%$697.0K$790.7K+$93.8K2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED21,85822,762-904-4%$842.6K$780.8K-$61.9K2026-10-16
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED21,76621,76600%$805.8K$777.5K-$28.3K2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED21,47721,677-200-1%$802.5K$767.1K-$35.3K2026-10-08
Apollon Wealth Management, LLC
DECREASED21,46721,786-319-1%$806.5K$766.8K-$39.7K2026-10-23
Wakefield Asset Management Lllp
INCREASED19,96219,019+943+5%$704.1K$713.1K+$8.9K2026-11-05
UMB Private Wealth Management, LLC
NEW19,891—+19,891——$710.5K—2026-10-19
Apella Capital, LLC
INCREASED19,50714,987+4,520+30%$553.5K$695.6K+$142.2K2026-10-08
RVW Wealth, LLC
UNCHANGED18,95118,95100%$701.6K$676.9K-$24.6K2026-10-06
BridgePort Financial Solutions, LLC
DECREASED18,92927,540-8,611-31%$1.0M$676.1K-$343.4K2026-11-02
Farther Finance Advisors, LLC
DECREASED18,86223,654-4,792-20%$875.7K$673.8K-$201.9K2026-10-08
Independent Wealth Network Inc.
DECREASED18,74619,439-693-4%$719.6K$669.6K-$50.0K2026-10-19
First Premier Bank
UNCHANGED18,45218,45200%$683$659-$242026-10-13
Israel Discount Bank of New York
DECREASED17,56421,418-3,854-18%$792.9K$627.4K-$165.5K2026-10-14
Hennion & Walsh Asset Management, Inc.
INCREASED17,22914,005+3,224+23%$518.5K$615.4K+$97.0K2026-10-13
Sound Income Strategies, LLC
INCREASED17,12914,073+3,056+22%$521.0K$610.8K+$89.8K2026-10-09
Modera Wealth Management, LLC
INCREASED17,07416,899+175+1%$625.6K$609.9K-$15.7K2026-10-28
Clearwater Capital Advisors, LLC
UNCHANGED16,81916,81900%$622.6K$600.8K-$21.9K2026-11-06
Security Financial Services, Inc.
INCREASED16,70616,155+551+3%$598.1K$596.7K-$1.3K2026-10-29
Axxcess Wealth Management, LLC
DECREASED16,2781,104,392-1,088,114-99%$40.9M$581.4K-$40.3M2026-10-21
Euro Pacific Asset Management, LLC
UNCHANGED16,21016,21000%$68$579.0K+$579.0K2026-11-03
Eagle Global Advisors LLC
INCREASED16,09014,995+1,095+7%$555.1K$574.7K+$19.6K2026-11-02
John W. Brooker & Co., CPAs
INCREASED15,96114,793+1,168+8%$547.6K$570.1K+$22.5K2026-10-21
Colton Groome Financial Advisors, LLC
DECREASED15,67715,950-273-2%$590.5K$560.0K-$30.5K2026-10-06
Pines Wealth Management, LLC
DECREASED15,46816,039-571-4%$593.8K$552.5K-$41.2K2026-10-21
Liberty Capital Management, Inc.
UNCHANGED15,43515,43500%$571.4K$551.3K-$20.1K2026-11-02
Covestor Ltd
INCREASED15,06614,426+640+4%$534.0K$538-$533.5K2026-10-30
Occidental Asset Management, LLC
INCREASED14,84911,767+3,082+26%$435.6K$530.4K+$94.8K2026-11-05
PUREfi Wealth, LLC
INCREASED14,46011,460+3,000+26%$424.2K$516.5K+$92.3K2026-10-19
Brooklyn FI, LLC
INCREASED14,39914,394+5+0%$529.7K$515.2K-$14.5K2026-11-05
Arwa LLC
INCREASED14,25213,557+695+5%$500.5K$508.2K+$7.7K2026-10-21
Compound Planning, Inc.
DECREASED14,11319,130-5,017-26%$708.2K$504.1K-$204.1K2026-11-05
River's Edge Wealth Management, LLC
NEW13,999—+13,999——$497.2K—2026-10-19
Wedbush Securities Inc
INCREASED13,94611,107+2,839+26%$411.0K$498-$410.5K2026-10-22
David Kennon Inc
UNCHANGED13,91413,91400%$515.1K$497.0K-$18.1K2026-10-13
Stash Investments, LLC
NEW13,791—+13,791——$492.6K—2026-10-26
Verus Capital Partners, LLC
DECREASED13,37813,608-230-2%$503.8K$477.8K-$25.9K2026-11-03
KFG LLC
NEW13,331—+13,331——$476.2K—2026-11-02
Cap Partners, LLC
INCREASED13,31311,941+1,372+11%$442.1K$475.5K+$33.5K2026-10-19
Symmetry Partners, LLC
INCREASED13,27612,578+698+6%$465.6K$474.2K+$8.6K2026-10-27
Sage Advisory Services, Ltd.Co.
DECREASED13,09687,070-73,974-85%$3.2M$468.0K-$2.8M2026-10-29
RFG Advisory, LLC
DECREASED12,81516,660-3,845-23%$616.7K$457.7K-$159.0K2026-11-03
First Bank & Trust
INCREASED12,5248,982+3,542+39%$332.5K$447.4K+$114.8K2026-10-19
Nations Financial Group Inc,
INCREASED12,40111,975+426+4%$443.3K$443.0K-$3572026-11-05
Quartz Partners, LLC
DECREASED12,35812,475-117-1%$461.8K$441.4K-$20.4K2026-11-03
Beacon Financial Group
DECREASED11,86512,608-743-6%$466.7K$423.8K-$42.9K2026-10-19
B. Riley Wealth Advisors, Inc.
NEW11,822—+11,822——$422.3K—2026-10-13
Narus Financial Partners, LLC
INCREASED11,71211,641+71+1%$431.0K$418.4K-$12.6K2026-10-19
Carter Financial Group, Inc.
INCREASED11,35810,506+852+8%$388.9K$405.7K+$16.8K2026-10-21
Turtle Creek Wealth Advisors, LLC
DECREASED11,33122,662-11,331-50%$839.1K$404.7K-$434.3K2026-10-15
Integrity Advisory Solutions, LLC
NEW11,168—+11,168——$398.9K—2026-10-29
Kohmann Bosshard Financial Services, LLC
DECREASED10,55010,850-300-3%$401.7K$376.8K-$24.8K2026-11-04
Atria Investments, Inc
DECREASED10,50935,181-24,672-70%$1.3M$375.4K-$927.0K2026-10-15
Savant Capital, LLC
NEW10,343—+10,343——$369.5K—2026-11-06
Norden Group LLC
INCREASED10,2619,042+1,219+13%$334.7K$366.5K+$31.8K2026-10-20
Great Waters Wealth Management
NEW10,173—+10,173——$363.4K—2026-10-07
D.A. Davidson & Co.
INCREASED10,1288,742+1,386+16%$323.6K$361.8K+$38.1K2026-10-28
Grantvest Financial Group LLC
DECREASED10,05910,994-935-8%$407.0K$359.3K-$47.7K2026-10-21
Breakwater Capital Group
NEW9,913—+9,913——$354.1K—2026-10-09
International Assets Investment Management, LLC
INCREASED9,8098,239+1,570+19%$303.5K$348.2K+$44.7K2026-11-02
Grimes & Co Wealth Management, LLC
DECREASED9,70712,081-2,374-20%$447.2K$346.7K-$100.5K2026-10-29
USAdvisors Wealth Management, LLC
UNCHANGED9,7069,70600%$359.0K$346-$358.7K2026-10-21
Richardson Financial Services Inc.
INCREASED9,5949,046+548+6%$334.9K$342.7K+$7.8K2026-10-30
Oppenheimer & Co Inc
DECREASED9,52310,975-1,452-13%$406.3K$340.2K-$66.1K2026-10-26
Cannon Financial Strategists, Inc.
DECREASED9,43510,575-1,140-11%$391.5K$337.0K-$54.5K2026-10-19
Mattern Wealth Management LLC
UNCHANGED9,1419,14100%$338.4K$326.5K-$11.9K2026-11-04
Koshinski Asset Management, Inc.
INCREASED8,9788,963+15+0%$331.8K$320.7K-$11.1K2026-10-29
Financial Management Professionals, Inc.
DECREASED8,952703,698-694,746-99%$26.1M$319.8K-$25.7M2026-10-23
Kwmg, LLC
UNCHANGED8,5378,53700%$316.0K$304.9K-$11.1K2026-10-07
Advisor Resource Council
NEW8,247—+8,247——$293.1K—2026-11-05
Legacy Edge Advisors, LLC
NEW8,213—+8,213——$293.4K—2026-11-06
Christensen, King & Associates Investment Services, Inc.
NEW8,195—+8,195——$292.7K—2026-10-22
Anchyra Partners LLC
UNCHANGED8,1328,13200%$301.0K$290.5K-$10.6K2026-10-13
Endeavor Private Wealth, Inc.
DECREASED8,1199,335-1,216-13%$345.6K$290.0K-$55.6K2026-11-05
Boyd Wealth Management, LLC
INCREASED7,9776,661+1,316+20%$246.6K$284.9K+$38.3K2026-10-20
Daiwa Securities Group Inc.
INCREASED7,9707,550+420+6%$279.5K$284.7K+$5.2K2026-10-29
First Horizon Corp
UNCHANGED7,9137,91300%$292.9K$282.7K-$10.3K2026-10-26
Trust Point Inc.
INCREASED7,8437,413+430+6%$274.4K$280.2K+$5.7K2026-10-27
TD Private Client Wealth LLC
INCREASED7,6821+7,681+768100%$33$274.4K+$274.4K2026-10-28
Garde Capital, Inc.
UNCHANGED7,6077,60700%$281.6K$271.7K-$9.9K2026-10-29
Clifford Swan Investment Counsel LLC
NEW7,594—+7,594——$271.3K—2026-11-05
Iron Financial LLC
UNCHANGED7,4537,45300%$275.9K$266.2K-$9.7K2026-10-23
Mesirow Financial Investment Management, Inc.
NEW7,334—+7,334——$262.0K—2026-11-05
Epiq Partners, LLC
INCREASED7,3076,422+885+14%$237.7K$261.0K+$23.3K2026-10-07
Diversified Portfolios, Inc.
DECREASED7,2017,378-177-2%$273.1K$257.2K-$15.9K2026-11-04
Clear Creek Financial Management, LLC
NEW7,199—+7,199——$257.1K—2026-10-28
TCI Wealth Advisors, Inc.
DECREASED7,1537,497-344-5%$277.5K$255.5K-$22.0K2026-10-30
Clearstead Advisors, LLC
DECREASED7,138628,181-621,043-99%$23.3M$255.0K-$23.0M2026-11-06
Genesee Capital Advisors, LLC
INCREASED7,0686,964+104+1%$257.8K$252.5K-$5.3K2026-10-20
Private Trust Co NA
INCREASED6,8746,714+160+2%$248.6K$245.5K-$3.0K2026-10-20
Rareview Capital LLC
INCREASED6,8216,779+42+1%$254.3K$243.7K-$10.6K2026-11-05
Davidson Trust Co
INCREASED6,6816,594+87+1%$244.1K$238.7K-$5.4K2026-10-09
IVC Wealth Advisors LLC
INCREASED6,6566,284+372+6%$232.6K$237.8K+$5.1K2026-10-23
Perigon Wealth Management, LLC
INCREASED6,5976,370+227+4%$235.8K$235.6K-$1842026-10-22
YHB Investment Advisors, Inc.
NEW6,555—+6,555——$234.1K—2026-10-08
ASL Financial, LLC
DECREASED6,5106,710-200-3%$248.4K$232.5K-$15.9K2026-10-15
Aire Advisors, LLC
INCREASED6,3836,105+278+5%$226.0K$228.0K+$2.0K2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED6,273269+6,004+2232%$10.0K$224-$9.8K2026-10-14
FF Advisors,LLC
NEW6,218—+6,218——$222.1K—2026-10-21
Integris Wealth Management, LLC
DECREASED6,1726,302-130-2%$233.3K$220.5K-$12.8K2026-10-14
Syntegra Private Wealth Group, LLC
DECREASED6,1557,664-1,509-20%$283.7K$219.9K-$63.9K2026-10-13
Acorn Wealth Advisors, LLC
UNCHANGED6,1556,15500%$227.9K$219.9K-$8.0K2026-10-19
Patten Group, Inc.
UNCHANGED6,0846,08400%$225.2K$217.3K-$7.9K2026-10-26
PFG Advisors
DECREASED6,0576,340-283-4%$234.7K$216.4K-$18.3K2026-10-16
PKS Advisory Services, LLC
UNCHANGED5,6045,60400%$207.5K$207.5K$02026-10-26
Bank Julius Baer & Co. Ltd, Zurich
INCREASED5,4624,500+962+21%$166.7K$195.2K+$28.5K2026-10-29
Rossby Financial, LCC
INCREASED4,4621,784+2,678+150%$66.0K$159.4K+$93.3K2026-11-05
Lanark Financial, Inc.
INCREASED3,5261,991+1,535+77%$73.7K$125.9K+$52.2K2026-10-26
Ashton Thomas Securities, LLC
NEW3,439—+3,439——$122.8K—2026-10-26
Financial Network Wealth Advisors LLC
DECREASED2,5392,881-342-12%$106.7K$90.7K-$16.0K2026-10-28
Key FInancial Inc
DECREASED2,3972,405-80%$89.0K$85.6K-$3.4K2026-11-02
GK Wealth Management LLC
NEW2,349—+2,349——$83.9K—2026-10-09
Blue Trust, Inc.
INCREASED2,2961,282+1,014+79%$47.5K$82.0K+$34.6K2026-10-15
Olistico Wealth, LLC
DECREASED2,2512,279-28-1%$84.4K$80.4K-$4.0K2026-10-05
Allworth Financial LP
INCREASED2,1102,093+17+1%$77.5K$78.1K+$6302026-11-06
Concord Wealth Partners
UNCHANGED1,9871,98700%$73.6K$71.0K-$2.6K2026-11-02
Investors Research Corp
UNCHANGED1,9251,92500%$71.3K$68.8K-$2.5K2026-10-07
Creative Financial Designs Inc
DECREASED1,7884,217-2,429-58%$156.1K$63.9K-$92.3K2026-11-04
Elevation Wealth Partners, LLC
INCREASED1,6621,634+28+2%$60.5K$59.4K-$1.1K2026-10-07
Latitude Advisors, LLC
NEW1,659—+1,659——$59.3K—2026-10-27
Polaris Financial Partners
NEW1,561—+1,561——$56—2026-10-02
Nfsg Corp
UNCHANGED1,5001,50000%$55.5K$53.6K-$2.0K2026-10-15
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,4221,42200%$52.6K$50.8K-$1.8K2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED1,3551,35500%$50.2K$48.4K-$1.8K2026-10-09
Ascentis Wealth Management, LLC
UNCHANGED1,2301,23000%$45.5K$43.9K-$1.6K2026-11-03
Pinnacle Bancorp, Inc.
UNCHANGED1,1041,10400%$40.9K$39.4K-$1.4K2026-10-21
Dorato Capital Management
DECREASED1,0971,928-831-43%$71.1K$39.1K-$32.0K2026-10-08
Trust Co of Toledo NA
UNCHANGED1,0801,08000%$40.0K$38.6K-$1.4K2026-10-16
CFG Wealth Management Services, Inc.
NEW1,061—+1,061——$37.7K—2026-10-21
Arlington Trust Co LLC
UNCHANGED1,0001,00000%$37.0K$35.7K-$1.3K2026-10-20
Parkside Financial Bank & Trust
NEW938—+938——$33.5K—2026-10-27
Caldwell Trust Co
UNCHANGED91091000%$33.7K$32.5K-$1.2K2026-10-30
Cape Investment Advisory, Inc.
DECREASED875935-60-6%$34.6K$31.3K-$3.4K2026-10-13
Guardian Partners Inc.
NEW820—+820——$29.3K—2026-10-21
Farmers & Merchants Investments Inc
UNCHANGED80080000%$29.6K$28.6K-$1.0K2026-10-22
Meriwether Wealth & Planning, LLC
NEW751—+751——$26.8K—2026-10-13
State of Wyoming
NEW750—+750——$26.8K—2026-10-28
Glass Jacobson Investment Advisors llc
INCREASED714645+69+11%$23.9K$25.5K+$1.6K2026-10-26
Evolution Wealth Management Inc.
DECREASED7121,366-654-48%$50.6K$25.4K-$25.1K2026-10-28
Fairscale Capital, LLC
UNCHANGED68368300%$25.3K$24.4K-$8612026-11-04
Paladin Partners, LLC
UNCHANGED65865800%$24.4K$23.5K-$8552026-10-06
Larson Financial Group LLC
DECREASED6512,178-1,527-70%$80.6K$23.3K-$57.4K2026-11-05
Clean Yield Group
DECREASED6033,056-2,453-80%$113.1K$21.5K-$91.6K2026-10-28
Triumph Capital Management
DECREASED578598-20-3%$22.1K$20.6K-$1.5K2026-10-14
Deane Retirement Strategies, Inc.
NEW560—+560——$20.0K—2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED495559-64-11%$20.7K$17.7K-$3.0K2026-10-23
Mosley Wealth Management
INCREASED485474+11+2%$17.6K$17.3K-$2522026-10-16
Bank & Trust Co
UNCHANGED46446400%$17.2K$16.6K-$6032026-10-07
Raleigh Capital Management Inc.
INCREASED441379+62+16%$14.0K$15.7K+$1.7K2026-10-28
Piscataqua Savings Bank
UNCHANGED42042000%$15.5K$15.0K-$5462026-10-21
Next Level Wealth Planning, LLC
NEW392—+392——$14.0K—2026-10-29
Birch Financial Group, LLC
NEW343—+343——$12.3K—2026-10-27
Gamma Investing LLC
DECREASED328392-64-16%$14.5K$11.7K-$2.8K2026-10-08
First Financial Corp
DECREASED315515-200-39%$19.1K$11.3K-$7.8K2026-10-13
Activest Wealth Management
INCREASED289284+5+2%$10.5K$10.3K-$1942026-10-15
Wolff Wiese Magana LLC
UNCHANGED27227200%$10.1K$9.7K-$3542026-10-15
Parallel Advisors, LLC
INCREASED26956+213+380%$2.1K$9.6K+$7.5K2026-11-03
Buck Wealth Strategies, LLC
INCREASED26135+226+646%$1.3K$9.3K+$8.0K2026-10-28
Gables Capital Management Inc.
UNCHANGED25525500%$9.4K$9.1K-$3312026-11-04
Nemes Rush Group LLC
UNCHANGED25325300%$9.4K$9.0K-$3292026-11-04
Balance Wealth Partners LLC
NEW231—+231——$8.3K—2026-10-27
Tompkins Financial Corp
UNCHANGED22322300%$8.3K$8.0K-$2892026-10-05
Trust Co of Vermont
UNCHANGED22022000%$8.1K$7.9K-$2862026-10-21
Duncker Streett & Co Inc
UNCHANGED21321300%$7.9K$7.6K-$2772026-10-27
Golden State Wealth Management, LLC
INCREASED210153+57+37%$5.7K$7.5K+$1.8K2026-11-02
Thompson Investment Management, Inc.
UNCHANGED20920900%$7.7K$7.5K-$2722026-10-14
RHL Group, LLC
UNCHANGED20120100%$7.4K$7.2K-$2572026-11-04
Reyes Financial Architecture, Inc.
UNCHANGED19719700%$7.3K$7.0K-$2562026-10-22
Signature Equity Partners, LLC
INCREASED191109+82+75%$4.0K$6.8K+$2.8K2026-10-29
Jacobi Capital Management LLC
NEW185—+185——$6.6K—2026-11-05
Gen-Wealth Partners Inc
UNCHANGED18118100%$6.7K$6.5K-$2362026-11-04
Schuylkill Financial LLC
DECREASED16239,499-39,337-100%$1.5M$5.8K-$1.5M2026-10-21
Key Capital Management, Inc
INCREASED144142+2+1%$5.3K$5.1K-$1132026-11-03
Cornerstone National Bank & Trust Co
INCREASED140115+25+22%$4.2K$5.0K+$7332026-10-20
Archer Investment Corp
UNCHANGED13713700%$5.1K$4.9K-$1782026-11-05
Central Trust Co
DECREASED133474-341-72%$17.5K$4.8K-$12.8K2026-11-05
American Capital Advisory, LLC
NEW127—+127——$4.5K—2026-10-28
Towne Trust Company, N.a
DECREASED120362-242-67%$13.4K$4.3K-$9.1K2026-10-28
Winthrop Capital Management, LLC
UNCHANGED10810800%$4.0K$3.9K-$1422026-11-05
Roxbury Financial LLC
NEW105—+105——$3.7K—2026-10-01
Canton Hathaway, LLC
NEW98—+98——$3.5K—2026-10-23
Nova Financial LLC
NEW91—+91——$3.3K—2026-11-04
TD Waterhouse Canada Inc.
INCREASED9180+11+14%$3.0K$3.2K+$2702026-10-16
Bear Mountain Capital, Inc.
NEW82—+82——$2.9K—2026-11-04
Yankcom Partnership
INCREASED759+66+733%$333$2.7K+$2.3K2026-10-15
AlphaCore Capital LLC
NEW73—+73——$2.6K—2026-11-04
Montgomery Financial Services LLC
NEW72—+72——$2.6K—2026-11-03
Compass Financial Management LLC
INCREASED7212+60+500%$444$2.6K+$2.1K2026-10-30
Toth Financial Advisory Corp
NEW69—+69——$2.5K—2026-10-08
Team Financial Group, LLC
NEW65—+65——$2.3K—2026-10-30
Avion Wealth
UNCHANGED656500%$2$2$02026-11-04
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED626200%$2.3K$2.2K-$812026-10-07
JFS Wealth Advisors, LLC
DECREASED542,608-2,554-98%$96.5K$1.9K-$94.6K2026-11-03
MassMutual Private Wealth & Trust, FSB
NEW53—+53——$1.9K—2026-10-05
Lloyd Advisory Services, Llc.
INCREASED5049+1+2%$1.8K$1.8K-$332026-11-02
Downshift Financial, LLC
UNCHANGED505000%$1.9K$1.8K-$652026-10-13
Kingdom Financial Group Llc.
DECREASED38547-509-93%$20.3K$1.3K-$18.9K2026-11-04
Morton Brown Family Wealth, LLC
NEW30—+30——$1.1K—2026-10-23
Planning Strategies Inc.
NEW24—+24——$857—2026-10-02
Quest 10 Wealth Builders, Inc.
UNCHANGED191900%$703$679-$242026-11-02
Russell Investments Group, Ltd.
INCREASED148+6+75%$296$500+$2042026-11-06
Brown, Lisle Ings, Inc.
UNCHANGED131300%$481$464-$172026-10-16
Chapman Financial Group, LLC
UNCHANGED121200%$445$429-$162026-10-26
Oakworth Capital, Inc.
UNCHANGED7700%$258$250-$82026-10-26
Valley National Advisers Inc
UNCHANGED6600%$223$215-$82026-10-23
Networth Advisors, LLC
NEW3—+3——$107—2026-11-03
Asset Dedication, LLC
DECREASED2287-285-99%$10.6K$72-$10.6K2026-11-03
Quaker Wealth Management, LLC
UNCHANGED2200%$75$72-$32026-10-22
Salomon & Ludwin, LLC
UNCHANGED1100%$37$36-$12026-10-29
Bradley & Co. Private Wealth Management, LLC
NEW0—0——$0—2026-10-23
Counterpoint Mutual Funds LLC
CLOSED03,034,468-3,034,468-100%$112.3M$0-$112.3M2026-10-16
Neos Investment Management LLC
CLOSED01,940,278-1,940,278-100%$71.4M$0-$71.4M2026-11-04
Deutsche Bank Ag\
CLOSED0335,646-335,646-100%$12.4M$0-$12.4M2026-11-06
Legacy Wealth Partners, LLC
CLOSED0260,491-260,491-100%$9.6M$0-$9.6M2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED0111,311-111,311-100%$4.1M$0-$4.1M2026-10-27
Jefferies Financial Group Inc.
CLOSED071,905-71,905-100%$2.7M$0-$2.7M2026-11-05
Heritage OAK Wealth Advisors LLC
CLOSED038,618-38,618-100%$1.4M$0-$1.4M2026-10-14
Frontier Asset Management, LLC
CLOSED029,823-29,823-100%$1.1M$0-$1.1M2026-10-28
Balefire, LLC
CLOSED022,829-22,829-100%$845.1K$0-$845.1K2026-10-09
WBI Investments, LLC
CLOSED017,701-17,701-100%$655.3K$0-$655.3K2026-11-05
Balentine LLC
CLOSED016,464-16,464-100%$609.5K$0-$609.5K2026-11-03
Ninety One North America, Inc.
CLOSED015,399-15,399-100%$570.1K$0-$570.1K2026-10-15
Strategic Blueprint, LLC
CLOSED011,229-11,229-100%$415.7K$0-$415.7K2026-10-22
CPA Asset Management Group, LLC
CLOSED09,358-9,358-100%$346.4K$0-$346.4K2026-10-26
Ramsey Quantitative Systems
CLOSED09,000-9,000-100%$333.2K$0-$333.2K2026-10-22
G&S Capital LLC
CLOSED06,277-6,277-100%$232.4K$0-$232.4K2026-10-23
Optivise Advisory Services LLC
CLOSED06,034-6,034-100%$223.4K$0-$223.4K2026-10-19
rebel Financial LLC
CLOSED05,933-5,933-100%$219.6K$0-$219.6K2026-11-04
Valeo Financial Advisors, LLC
CLOSED05,585-5,585-100%$206.8K$0-$206.8K2026-10-08
Harbour Capital Advisors, LLC
CLOSED05,495-5,495-100%$202.6K$0-$202.6K2026-10-13
Petros Family Wealth, LLC
CLOSED05,451-5,451-100%$201.8K$0-$201.8K2026-10-28
AdvisorNet Financial, Inc
CLOSED04,201-4,201-100%$155.5K$0-$155.5K2026-10-15
NBT Bank, N.A.
CLOSED02,115-2,115-100%$78.3K$0-$78.3K2026-10-21
Institute for Wealth Management, Llc.
CLOSED0374-374-100%$13.8K$0-$13.8K2026-11-06
Evolution Advisers, Inc.
CLOSED0279-279-100%$10$0-$102026-11-06
MCF Advisors LLC
CLOSED0266-266-100%$9.8K$0-$9.8K2026-10-28
Tsfg, LLC
CLOSED0215-215-100%$8.0K$0-$8.0K2026-10-23
Hazlett, Burt & Watson, Inc.
CLOSED0197-197-100%$7$0-$72026-11-04
Signature Resources Capital Management, LLC
CLOSED0173-173-100%$6.4K$0-$6.4K2026-10-16
Cornerstone Planning Group LLC
CLOSED0115-115-100%$4.2K$0-$4.2K2026-10-16
Arvest Investments, Inc.
CLOSED0112-112-100%$4.1K$0-$4.1K2026-10-21
Wilkerson Advisory Group LLC
CLOSED094-94-100%$3.5K$0-$3.5K2026-10-20
Spire Wealth Management
CLOSED067-67-100%$2.5K$0-$2.5K2026-10-30
Coastline Trust Co
CLOSED048-48-100%$1.8K$0-$1.8K2026-10-01
Evermay Wealth Management LLC
CLOSED041-41-100%$1.5K$0-$1.5K2026-11-05
Rosenberg Matthew Hamilton
CLOSED031-31-100%$1.1K$0-$1.1K2026-10-05
Kozak & Associates, Inc.
CLOSED01-1-100%$35$0-$352026-10-29
Mather Group, Llc.
CLOSED000—$16$0-$162026-10-14
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Jones Financial Companies Lllp
N/A—102,450,126-102,450,126-100%$3.8B———
Wells Fargo & Company
N/A—71,640,220-71,640,220-100%$2.7B———
Prudential PLC
N/A—64,814,347-64,814,347-100%$2.4B———
BlackRock, Inc.
N/A—42,060,397-42,060,397-100%$1.6B———
Northern Trust Corp
N/A—31,773,821-31,773,821-100%$1.2B———
UBS Group AG
N/A—26,025,924-26,025,924-100%$963.5M———
Goldman Sachs Group Inc
N/A—23,595,060-23,595,060-100%$873.5M———
Bank of America Corp
N/A—21,726,225-21,726,225-100%$804.3M———
Raymond James Financial Inc
N/A—20,479,608-20,479,608-100%$758.2M———
Morgan Stanley
N/A—16,319,051-16,319,051-100%$604.1M———
Ilmarinen Mutual Pension Insurance Co
N/A—14,110,000-14,110,000-100%$522.4M———
British Columbia Investment Management Corp
N/A—13,205,000-13,205,000-100%$488.8M———
Tiaa Wealth Investment Management LLC
N/A—11,355,800-11,355,800-100%$420.5M———
Caisse de Depot ET Placement DU Quebec
N/A—10,057,165-10,057,165-100%$372.3M———
FMR LLC
N/A—9,683,034-9,683,034-100%$358.5M———
Northwestern Mutual Investment Management Company, LLC
N/A—8,646,000-8,646,000-100%$320.1M———
Royal Bank of Canada
N/A—7,291,228-7,291,228-100%$269.9M———
Envestnet Asset Management Inc
N/A—6,458,499-6,458,499-100%$239.1M———
Jane Street Group, LLC
N/A—6,021,477-6,021,477-100%$222.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,287,519-5,287,519-100%$195.7M———
Nepc LLC
N/A—5,230,809-5,230,809-100%$193.6M———
UBS Asset Management Americas LLC
N/A—5,210,289-5,210,289-100%$192.9M———
Toews Corp
N/A—5,163,600-5,163,600-100%$191.2M———
Polianta Ltd
N/A—4,835,000-4,835,000-100%$179.0K———
JPMorgan Chase & Co
N/A—4,718,882-4,718,882-100%$174.7M———
Allstate Corp
N/A—2,843,829-2,843,829-100%$105.3M———
One Capital Management, LLC
N/A—2,610,139-2,610,139-100%$96.2M———
Natixis Advisors, LLC
N/A—2,222,793-2,222,793-100%$82.3M———
Cerity Partners LLC
N/A—2,210,463-2,210,463-100%$81.8M———
1832 Asset Management L.P.
N/A—2,207,160-2,207,160-100%$81.7M———
Kensington Asset Management, LLC
N/A—2,140,983-2,140,983-100%$79.3M———
Elo Mutual Pension Insurance Co
N/A—2,096,382-2,096,382-100%$77.6M———
South Dakota Investment Council
N/A—2,006,500-2,006,500-100%$74.3M———
Betterment LLC
N/A—1,909,046-1,909,046-100%$70.7M———
Liberty Mutual Group Asset Management Inc.
N/A—1,485,000-1,485,000-100%$55.0M———
Mercer Global Advisors Inc
N/A—1,475,495-1,475,495-100%$54.6M———
Baird Financial Group, Inc.
N/A—1,369,649-1,369,649-100%$50.7M———
Shenkman Capital Management Inc
N/A—1,363,449-1,363,449-100%$51.5M———
Wealthfront Advisers LLC
N/A—1,354,616-1,354,616-100%$50.1M———
Sumitomo Life Insurance Co
N/A—1,300,000-1,300,000-100%$48.1M———
Osaic Holdings, Inc.
N/A—1,282,817-1,282,817-100%$47.5M———
Koss-Olinger Consulting, LLC
N/A—1,183,714-1,183,714-100%$43.8M———
Charles Schwab Investment Management Inc
N/A—1,183,111-1,183,111-100%$43.8M———
DSC Meridian Capital LP
N/A—1,181,455-1,181,455-100%$43.7M———
American Century Companies Inc
N/A—1,140,833-1,140,833-100%$42.2M———
Stifel Financial Corp
N/A—1,043,544-1,043,544-100%$38.6M———
1607 Capital Partners, LLC
N/A—1,000,800-1,000,800-100%$37.0M———
King Street Capital Management, L.P.
N/A—999,000-999,000-100%$37.0M———
Cetera Investment Advisers
N/A—978,459-978,459-100%$36.2M———
Susquehanna International Group, LLP
N/A—896,486-896,486-100%$33.2M———
Chandler Asset Management, Inc.
N/A—846,780-846,780-100%$31.3M———
Prestige Wealth Management Group LLC
N/A—818,912-818,912-100%$30.3M———
Santa Clara Valley Transportation Authority
N/A—699,249-699,249-100%$25.9M———
Prudential Financial Inc
N/A—685,069-685,069-100%$25.4M———
Manning & Napier Advisors LLC
N/A—661,379-661,379-100%$24.5M———
Equitable Holdings, Inc.
N/A—622,914-622,914-100%$23.0M———
Nomura Asset Management Co LTD
N/A—619,568-619,568-100%$22.9M———
Northwestern Mutual Wealth Management Co
N/A—616,162-616,162-100%$22.8M———
Optiver Holding B.V.
N/A—550,418-550,418-100%$20.4M———
&partners
N/A—542,963-542,963-100%$20.1M———
Ameriprise Financial Inc
N/A—516,260-516,260-100%$19.1M———
Alliancebernstein L.P.
N/A—473,656-473,656-100%$17.4M———
Trajan Wealth LLC
N/A—449,370-449,370-100%$16.6M———
Nuveen, LLC
N/A—409,081-409,081-100%$15.4M———
Summit Wealth Group, LLC
N/A—408,392-408,392-100%$15.1M———
SEI Investments Co
N/A—379,214-379,214-100%$14.0M———
Silver Point Capital L.P.
N/A—377,941-377,941-100%$14.0M———
Loomis Sayles & Co L P
N/A—376,828-376,828-100%$14.0M———
CNO Financial Group, Inc.
N/A—320,000-320,000-100%$11.8M———
JTC Employer Solutions Trustee Ltd
N/A—310,219-310,219-100%$11.5M———
Octavia Wealth Advisors, LLC
N/A—286,513-286,513-100%$10.6M———
Howe & Rusling Inc
N/A—269,340-269,340-100%$10.0M———
Tiaa Trust, National Association
N/A—262,192-262,192-100%$9.7M———
Partners Capital Investment Group, LLP
N/A—260,361-260,361-100%$9.6M———
Old Mission Capital LLC
N/A—251,221-251,221-100%$9.3M———
Arax Advisory Partners
N/A—245,024-245,024-100%$9.1M———
Steward Partners Investment Advisory, LLC
N/A—237,111-237,111-100%$8.8M———
Neuberger Berman Group LLC
N/A—232,203-232,203-100%$8.6M———
Sanctuary Advisors, LLC
N/A—227,830-227,830-100%$8.4M———
Modern Wealth Management, LLC
N/A—196,176-196,176-100%$7.3M———
CreativeOne Wealth, LLC
N/A—193,635-193,635-100%$7.2M———
Focus Partners Wealth
N/A—190,227-190,227-100%$7.0M———
World Investment Advisors
N/A—176,599-176,599-100%$6.5M———
National Bank of Canada
N/A—166,378-166,378-100%$6.2M———
HSBC Holdings PLC
N/A—159,922-159,922-100%$5.9M———
Citadel Advisors LLC
N/A—154,116-154,116-100%$5.7M———
Horizon Investments, LLC
N/A—151,744-151,744-100%$5.6M———
Tolleson Wealth Management, Inc.
N/A—150,600-150,600-100%$5.6M———
Pathstone Holdings, LLC
N/A—149,782-149,782-100%$5.5M———
Chesapeake Wealth Management
N/A—148,097-148,097-100%$5.5M———
Ellevest, Inc.
N/A—143,979-143,979-100%$5.3M———
49 Wealth Management, LLC
N/A—143,374-143,374-100%$5.3M———
Alongside, LLC
N/A—143,374-143,374-100%$5.3M———
New England Asset Management Inc
N/A—136,245-136,245-100%$5.0M———
MML Investors Services, LLC
N/A—131,852-131,852-100%$4.9M———
State Farm Mutual Automobile Insurance Co
N/A—130,816-130,816-100%$4.8M———
Proficio Capital Partners LLC
N/A—130,060-130,060-100%$4.8M———
Orion Porfolio Solutions, LLC
N/A—126,417-126,417-100%$4.7M———
Great Valley Advisor Group, Inc.
N/A—121,579-121,579-100%$4.5M———
Choate Investment Advisors
N/A—118,199-118,199-100%$4.4M———
Rockefeller Capital Management L.P.
N/A—112,601-112,601-100%$4.2M———
Edgestream Partners, L.P.
N/A—111,921-111,921-100%$4.1M———
Kintra Wealth, LLC
N/A—111,293-111,293-100%$4.1M———
Counterweight Ventures, LLC
N/A—110,966-110,966-100%$4.1M———
Drucker Wealth 3.0, LLC
N/A—109,178-109,178-100%$4.0M———
IEQ Capital, LLC
N/A—101,969-101,969-100%$3.8M———
Marble Wealth, LLC
N/A—98,378-98,378-100%$3.6M———
BTG Pactual Asset Management US LLC
N/A—98,189-98,189-100%$3.6M———
American Trust
N/A—97,991-97,991-100%$3.6M———
Angel Oak Capital Advisors, LLC
N/A—93,670-93,670-100%$3.5M———
Peak Planning Group, LLC
N/A—83,765-83,765-100%$3.1M———
Goldstone Financial Group, LLC
N/A—82,283-82,283-100%$3.0M———
Vestmark Advisory Solutions, Inc.
N/A—82,186-82,186-100%$3.0M———
HighTower Advisors, LLC
N/A—80,555-80,555-100%$3.0M———
Stratos Wealth Partners, Ltd.
N/A—80,020-80,020-100%$3.0M———
Principal Securities, Inc.
N/A—79,304-79,304-100%$2.9M———
NewEdge Advisors, LLC
N/A—77,055-77,055-100%$2.9M———
Ethos Financial Group, LLC
N/A—67,959-67,959-100%$2.5M———
Moneta Group Investment Advisors LLC
N/A—65,453-65,453-100%$2.4M———
Atomic Invest LLC
N/A—63,925-63,925-100%$2.4M———
Bragg Financial Advisors, Inc
N/A—59,561-59,561-100%$2.2M———
HM Payson & Co
N/A—58,711-58,711-100%$2.2M———
AQR Capital Management LLC
N/A—56,801-56,801-100%$2.1M———
BNP Paribas Financial Markets
N/A—54,714-54,714-100%$2.0M———
Forum Finance Group S.A.
N/A—53,263-53,263-100%$1.6K———
Atlas Legacy Advisors, LLC
N/A—53,111-53,111-100%$2.0M———
Bessemer Group Inc
N/A—51,470-51,470-100%$1.9M———
Guggenheim Capital LLC
N/A—48,504-48,504-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—48,060-48,060-100%$1.8M———
Advisory Services Network, LLC
N/A—47,827-47,827-100%$1.8M———
Gotham Asset Management, LLC
N/A—45,924-45,924-100%$1.7M———
Independent Advisor Alliance
N/A—45,024-45,024-100%$1.7M———
Mariner, LLC
N/A—44,446-44,446-100%$1.6M———
Peapack Gladstone Financial Corp
N/A—43,169-43,169-100%$1.6M———
Tide Cove Capital Partners LLC
N/A—42,966-42,966-100%$1.6M———
F/m Investments LLC
N/A—41,800-41,800-100%$1.5M———
Hexagon Capital Partners LLC
N/A—40,041-40,041-100%$1.5M———
Invesco Ltd.
N/A—39,401-39,401-100%$1.5M———
Bank of Montreal
N/A—39,384-39,384-100%$1.5M———
Barnes Wealth Management Group, Inc
N/A—38,703-38,703-100%$1.4M———
Janney Montgomery Scott LLC
N/A—37,042-37,042-100%$1.4M———
Kingsview Wealth Management, LLC
N/A—35,001-35,001-100%$1.3M———
Cambient Family Office, LLC
N/A—33,701-33,701-100%$1.2M———
Benjamin Edwards Inc
N/A—32,885-32,885-100%$1.2M———
Vestwell Advisors, LLC
N/A—32,052-32,052-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—31,134-31,134-100%$79———
Capital Analysts, LLC
N/A—30,606-30,606-100%$1.1M———
Venturi Wealth Management, LLC
N/A—30,448-30,448-100%$1.1M———
Argent Trust Co
N/A—30,066-30,066-100%$1.1M———
Allie Family Office LLC
N/A—29,522-29,522-100%$1.1M———
Investor's Fiduciary Advisor Network, LLC
N/A—29,491-29,491-100%$1.1M———
Private Advisor Group, LLC
N/A—28,215-28,215-100%$1.0M———
Summit Financial, LLC
N/A—28,125-28,125-100%$1.0M———
Dynasty Wealth Management, LLC
N/A—27,249-27,249-100%$1.0M———
Nissay Asset Management Corp N
N/A—27,215-27,215-100%$1.0M———
Checchi Capital Advisers, LLC
N/A—27,166-27,166-100%$1.0M———
Arrowroot Family Office, LLC
N/A—25,030-25,030-100%$926.6K———
M&T Bank Corp
N/A—24,802-24,802-100%$918.4K———
Arkadios Wealth Advisors
N/A—24,765-24,765-100%$916.8K———
Envestnet Portfolio Solutions, Inc.
N/A—24,719-24,719-100%$915.1K———
Manufacturers Life Insurance Company, the
N/A—23,421-23,421-100%$867.0K———
Westwood Holdings Group Inc
N/A—23,391-23,391-100%$865.9K———
Trivium Point Advisory, LLC
N/A—23,165-23,165-100%$857.6K———
O'shaughnessy Asset Management, LLC
N/A—21,476-21,476-100%$795.0K———
Advisory Alpha, LLC
N/A—20,700-20,700-100%$766.3K———
Mutual Advisors, LLC
N/A—20,305-20,305-100%$751.7K———
Captrust Financial Advisors
N/A—20,299-20,299-100%$751.5K———
Petix & Botte Co
N/A—20,174-20,174-100%$746.8K———
Savvy Advisors, Inc.
N/A—20,079-20,079-100%$743.3K———
Commerce Bank
N/A—19,879-19,879-100%$735.9K———
Advisors Asset Management, Inc.
N/A—19,581-19,581-100%$724.9K———
Ameritas Advisory Services, LLC
N/A—19,176-19,176-100%$709.9K———
Planning Project LLC
N/A—18,864-18,864-100%$696.4K———
Pure Financial Advisors, LLC
N/A—18,817-18,817-100%$696.6K———
SageView Advisory Group, LLC
N/A—18,780-18,780-100%$695.2K———
Hillsdale Investment Management Inc.
N/A—18,550-18,550-100%$686.7K———
TRB Wealth Management, LLC
N/A—18,224-18,224-100%$674.7K———
Tower Research Capital LLC (TRC)
N/A—17,508-17,508-100%$648.1K———
United Capital Financial Advisors, LLC
N/A—17,284-17,284-100%$639.7K———
Range Advisory, LLC
N/A—16,986-16,986-100%$628.8K———
Laffer Tengler Investments, Inc.
N/A—16,824-16,824-100%$622.8K———
Fairlight Advisors
N/A—16,785-16,785-100%$621.4K———
Maridea Wealth Management LLC
N/A—16,602-16,602-100%$614.6K———
SG Americas Securities, LLC
N/A—16,264-16,264-100%$602.0K———
Integrated Wealth Concepts LLC
N/A—16,231-16,231-100%$600.9K———
Dorsey & Whitney Trust Co LLC
N/A—16,000-16,000-100%$592.3K———
SHP Wealth Management
N/A—15,434-15,434-100%$571.4K———
HighPoint Advisor Group LLC
N/A—15,417-15,417-100%$570.7K———
Belpointe Asset Management LLC
N/A—15,337-15,337-100%$567.8K———
Wellington-Altus USA Inc.
N/A—15,200-15,200-100%$560.0K———
Cardiff Park Advisors, LLC
N/A—15,044-15,044-100%$556.9K———
Mmbg Investment Advisors Co.
N/A—14,440-14,440-100%$534.6K———
Stillwater Private Wealth, LLC
N/A—14,206-14,206-100%$523.0K———
MAI Capital Management
N/A—14,192-14,192-100%$525.4K———
WCG Wealth Advisors LLC
N/A—14,015-14,015-100%$518.8K———
Global Retirement Partners, LLC
N/A—13,679-13,679-100%$506.4K———
Atlanta Consulting Group Advisors, LLC
N/A—13,505-13,505-100%$500.0K———
Wealth Alliance, LLC
N/A—13,480-13,480-100%$499.0K———
CacheTech Inc.
N/A—13,474-13,474-100%$498.8K———
Adams Wealth Management
N/A—13,474-13,474-100%$498.8K———
Scotia Capital Inc.
N/A—12,856-12,856-100%$475.9K———
Pitcairn Wealth Advisors LLC
N/A—12,660-12,660-100%$468.7K———
Texas Capital Bank Wealth Management Services Inc
N/A—12,559-12,559-100%$464.9K———
Federation des caisses Desjardins du Quebec
N/A—12,449-12,449-100%$460.9K———
RWA Wealth Partners, LLC
N/A—12,391-12,391-100%$458.7K———
Fiducient Advisors LLC
N/A—12,341-12,341-100%$456.9K———
GWN Securities Inc.
N/A—11,761-11,761-100%$435.4K———
Harbour Investments, Inc.
N/A—11,680-11,680-100%$432.4K———
Advyzon Investment Management, LLC
N/A—11,480-11,480-100%$425.0K———
Hancock Whitney Corp
N/A—11,394-11,394-100%$421.8K———
GW&K Investment Management, LLC
N/A—10,944-10,944-100%$405.0K———
Tower Bridge Advisors
N/A—10,875-10,875-100%$402.6K———
Geneos Wealth Management Inc.
N/A—10,735-10,735-100%$397.4K———
Pursuit Wealth Strategies, LLC
N/A—10,448-10,448-100%$386.8K———
AE Wealth Management LLC
N/A—10,337-10,337-100%$382.7K———
Northstar Advisory Group, LLC
N/A—10,244-10,244-100%$379.2K———
Foundations Investment Advisors, LLC
N/A—9,949-9,949-100%$368.3K———
Private Wealth Asset Management, LLC
N/A—9,877-9,877-100%$365.6K———
Aventura Private Wealth, LLC
N/A—9,830-9,830-100%$363.9K———
Geometric Wealth Advisors
N/A—9,751-9,751-100%$361.0K———
TFR Capital, Llc.
N/A—9,704-9,704-100%$359.2K———
TPG Financial Advisors, LLC
N/A—9,263-9,263-100%$342.9K———
Insigneo Advisory Services, LLC
N/A—9,020-9,020-100%$333.9K———
Sound View Wealth Advisors Group, LLC
N/A—8,891-8,891-100%$329.1K———
Western Wealth Management, LLC
N/A—8,840-8,840-100%$327.2K———
PFG Investments, LLC
N/A—8,821-8,821-100%$326.5K———
OneAscent Financial Services LLC
N/A—8,781-8,781-100%$325.1K———
Peak Retirement Planning, Inc.
N/A—8,779-8,779-100%$325.0K———
Quantinno Capital Management LP
N/A—8,764-8,764-100%$324.5K———
Emerald Investment Advisers, LLC
N/A—8,078-8,078-100%$299.0K———
Prosperity Consulting Group, LLC
N/A—8,045-8,045-100%$297.8K———
BBR Partners, LLC
N/A—8,000-8,000-100%$296.2K———
Sequoia Financial Advisors, LLC
N/A—7,828-7,828-100%$289.8K———
TAGStone Capital, Inc.
N/A—7,738-7,738-100%$286.5K———
Gateway Wealth Partners, LLC
N/A—7,473-7,473-100%$276.6K———
Snowden Capital Advisors LLC
N/A—7,433-7,433-100%$275.2K———
Kovack Advisors, Inc.
N/A—7,320-7,320-100%$269.8K———
Curi Capital, LLC
N/A—7,315-7,315-100%$270.8K———
IMA Advisory Services, Inc.
N/A—7,299-7,299-100%$270.2K———
Wilson & Boucher Capital Management, LLC
N/A—7,100-7,100-100%$262.8K———
Ausdal Financial Partners, Inc.
N/A—7,053-7,053-100%$261.1K———
Pinnacle Financial Partners, Inc.
N/A—6,377-6,377-100%$236.1K———
Strategic Financial Concepts, LLC
N/A—6,225-6,225-100%$230.4K———
MRP Capital Investments, LLC
N/A—6,206-6,206-100%$229.7K———
Klcm Advisors, Inc.
N/A—6,125-6,125-100%$226.7K———
L & S Advisors Inc
N/A—6,065-6,065-100%$224.5K———
Gladstone Institutional Advisory LLC
N/A—5,927-5,927-100%$219.4K———
Hilltop Wealth Advisors, LLC
N/A—5,524-5,524-100%$204.5K———
BFC Planning, Inc.
N/A—5,465-5,465-100%$202.3K———
Balanced Rock Investment Advisors LLC
N/A—5,427-5,427-100%$200.9K———
Keating Financial Advisory Services, Inc.
N/A—5,313-5,313-100%$196.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,973-4,973-100%$184.1K———
Aptus Capital Advisors, LLC
N/A—3,990-3,990-100%$147.7K———
Ankerstar Wealth, LLC
N/A—3,745-3,745-100%$138.7K———
Westfuller Advisors, LLC
N/A—3,589-3,589-100%$132.9K———
Smartleaf Asset Management LLC
N/A—3,216-3,216-100%$119.1K———
Fiduciary Financial Advisors
N/A—2,558-2,558-100%$94.8K———
Waverly Advisors, LLC
N/A—2,536-2,536-100%$93.9K———
Strategic Wealth Partners, Ltd.
N/A—2,451-2,451-100%$90.7K———
Blair William & Co
N/A—2,403-2,403-100%$89.0K———
Godfrey Financial Associates, Inc.
N/A—2,368-2,368-100%$87.7K———
Continuum Advisory, LLC
N/A—2,131-2,131-100%$78.9K———
Qube Research & Technologies Ltd
N/A—1,864-1,864-100%$69.0K———
Dunhill Financial, LLC
N/A—1,799-1,799-100%$66.6K———
Kilter Group LLC
N/A—1,705-1,705-100%$63.1K———
SSA Swiss Advisors AG
N/A—1,645-1,645-100%$60.9K———
Webster Bank, N. A.
N/A—1,569-1,569-100%$58.1K———
Whittier Trust Co
N/A—1,560-1,560-100%$57.7K———
Strive Financial Group,LLC
N/A—1,320-1,320-100%$48.9K———
IFG Advisory, LLC
N/A—1,184-1,184-100%$43.8K———
Colonial Trust Co / SC
N/A—1,144-1,144-100%$42.4K———
Vanguard National Trust Co
N/A—843-843-100%$31.2K———
Anchor Investment Management, LLC
N/A—818-818-100%$30.3K———
Front Row Advisors LLC
N/A—670-670-100%$24.6K———
Founders Financial Alliance, LLC
N/A—666-666-100%$24.7K———
Mpwm Advisory Solutions, LLC
N/A—555-555-100%$20.6K———
Glen Eagle Advisors, LLC
N/A—543-543-100%$20.1K———
Rialto Wealth Management, LLC
N/A—522-522-100%$19.3K———
Brown Brothers Harriman & Co
N/A—455-455-100%$16.8K———
Whittier Trust Co of Nevada Inc
N/A—375-375-100%$13.8K———
Pinney & Scofield, Inc.
N/A—362-362-100%$13.4K———
Bogart Wealth, LLC
N/A—358-358-100%$13.3K———
Dogwood Wealth Management LLC
N/A—349-349-100%$12.9K———
Mcguire Capital Advisors Inc
N/A—266-266-100%$9.8K———
Atlantic Union Bankshares Corp
N/A—222-222-100%$8.2K———
USA Financial Formulas
N/A—181-181-100%$6.7K———
Meramec Financial Planners, LLC
N/A—180-180-100%$6.6K———
TD Capital Management LLC
N/A—164-164-100%$6.1K———
BOK Financial Private Wealth, Inc.
N/A—162-162-100%$6.0K———
Huntington National Bank
N/A—158-158-100%$5.8K———
Ancora Advisors LLCA
N/A—144-144-100%$5.3K———
Twin Lakes Capital Management, LLC
N/A—140-140-100%$5.2K———
Mark Sheptoff Financial Planning, LLC
N/A—109-109-100%$4.0K———
SouthState Bank Corp
N/A—108-108-100%$4.0K———
Oakmont Advisory Group, LLC
N/A—82-82-100%$3.0K———
Ameriflex Group, Inc.
N/A—67-67-100%$2.5K———
Vision Retirement, LLC
N/A—64-64-100%$2.4K———
MidFirst Bank
N/A—51-51-100%$1.9K———
Millstone Evans Group, LLC
N/A—41-41-100%$1.5K———
LRI Investments, LLC
N/A—39-39-100%$1.4K———
Cheviot Value Management, LLC
N/A—29-29-100%$1.1K———
Nalls Sherbakoff Group, LLC
N/A—24-24-100%$896———
CNB Bank
N/A—23-23-100%$851———
Hollencrest Capital Management
N/A—20-20-100%$740———
N.E.W. Advisory Services LLC
N/A—19-19-100%$703———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—6-6-100%$222———
Talon Private Wealth, LLC
N/A—4-4-100%$139———
Boreal Capital Management LLC
N/A—00—$1.3M———
Showing 740 of 740 institutions